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Anna L. Email & Phone Number

Director of Program Management, Principal at Modera Wealth Management, LLC
Location: New York City Metropolitan Area, United States 7 work roles 3 schools
1 work email found @moderawealth.com 6 phones found area 201, 617, and 212 LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email · 6 phones

Work email a****@moderawealth.com
Direct phone (201) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Modera Wealth Management, LLC
Role
Director of Program Management, Principal
Location
New York City Metropolitan Area, United States
Company size
190 employees

Who is Anna L.? Overview

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Quick answer

Anna L. is listed as Director of Program Management, Principal at Modera Wealth Management, LLC, a with 190 employees, based in New York City Metropolitan Area, United States. AeroLeads shows a work email signal at moderawealth.com, phone signal with area code 201, 617, 212, and a matched LinkedIn profile for Anna L..

Anna L. previously worked as Director of Growth Initiatives, Principal at Modera Wealth Management, Llc and Investor Relations at Fischer & Co (Now Hightower). Anna L. holds Cfp Professional Education Program from College For Financial Planning.

Company email context

Email format at Modera Wealth Management, LLC

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{first}{last}@moderawealth.com
89% confidence

AeroLeads found 1 current-domain work email signal for Anna L.. Compare company email patterns before reaching out.

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Profile bio

About Anna L.

My goal is to support our advisory team and their commitment to provide excellent, attentive service, and to ensure that the information and advice delivered is clear and customized to each client’s specific needs and goals.Our firm operates on a fee-only model that puts our clients’ needs ahead of our own.Due to regulatory considerations, please note that I cannot accept any endorsements or recommendations. As a result, please do not endorse Modera Wealth Management, LLC or me or post any endorsements of either on my LinkedIn page. Also, please be advised that Modera Wealth Management, LLC and I are not responsible for any post here by any third party and do not encourage anyone to post here on our behalf.

Current workplace

Anna L.'s current company

Company context helps verify the profile and gives searchers a useful next step.

Modera Wealth Management, LLC
Modera Wealth Management, Llc
Director of Program Management, Principal
New York, NY, US
Website
moderawealth.com
Employees
190
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Company profile
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7 roles · 27 years

Anna L. work experience

A career timeline built from the work history available for this profile.

Director Of Growth Initiatives, Principal

Current
Modera Wealth Management, Llc

Westwood, Nj, Us

Modera provides thoughtful financial counsel to discerning individuals and organizations. We operate on a fee-only model that puts our clients’ needs ahead of our own. Modera manages over $12 billion in regulatory assets under management as of 12/31/2023. We have 16 offices across the eastern seaboard.

May 2013 - Present

Investor Relations

Fischer & Co (Now Hightower)

Responsible for investor relations and client servicing, while supporting the manager research team.

Apr 2010 - May 2013

Vice President (Investor Relations / Marketing)

Advent Capital Management

New York, Ny, Us

-Marketed long-only and hedge fund strategies to institutional investors.-Served as the product manager for the Balanced Convertible Strategy.-Sole professional with dual sales and investor relations responsibilities

Apr 2008 - Apr 2010

Associate, Corporate Derivatives Sales | Global Capital Markets

Morgan Stanley

New York, Ny, Us

Marketing and structuring interest rate and foreign exchange derivatives to non-investment grade corporations

Oct 2005 - Apr 2008

Vice President

Glocap Search Llc

New York, Ny, Us

Investment Banking and Sell-Side Equity Research recruiting (Practice Head)

Apr 2004 - Oct 2005

Analyst / Associate, Structured Products & Derivatives

Jpmorgan

New York, Ny, Us

Interest Rate and Foreign Exchange Derivatives Sales - Covering corporates. (Financial Sponsors and their portfolio companies)Fixed Income Sales & Trading Training - Analyst Program (MTP#38)

2000 - 2004 ~4 yrs
Team & coworkers

Colleagues at Modera Wealth Management, LLC

Other employees you can reach at moderawealth.com. View company contacts for 190 employees →

SL Savannah L. Savannah L. Colleague at Modera Wealth Management, LlcCharlotte, North Carolina, United States View → AM Aaron Mellman, Cfp® Aaron Mellman, Cfp® Colleague at Modera Wealth Management, LlcAtlanta, Georgia, United States View → RD Robert Dowling , Cfp® Robert Dowling , Cfp® Colleague at Modera Wealth Management, LlcWestwood, New Jersey, United States View → RD Robert Dowling Robert Dowling Colleague at Modera Wealth Management, LlcWestwood, New Jersey, United States View → MM Mutazz Muhammad Mutazz Muhammad Colleague at Modera Wealth Management, LlcAtlanta, Georgia, United States View → MI Michael Insogna, Cfp® Michael Insogna, Cfp® Colleague at Modera Wealth Management, LlcGreater Philadelphia, United States View → EB Elizabeth Brozena Elizabeth Brozena Colleague at Modera Wealth Management, LlcNew York, United States View → BH Bill Houck, Cfp®, Chfc® Bill Houck, Cfp®, Chfc® Colleague at Modera Wealth Management, LlcParamus, New Jersey, United States View → NN Neal Nolan, Cfp®, Aif®, Cpfa Neal Nolan, Cfp®, Aif®, Cpfa Colleague at Modera Wealth Management, LlcAsheville, North Carolina, United States View → JZ Joy Zaykoski Joy Zaykoski Colleague at Modera Wealth Management, LlcBiddeford, Maine, United States View →
3 education records

Anna L. education

Cfp Professional Education Program

College For Financial Planning

B.A, Economics

The Johns Hopkins University

Education record

Westwood High School
FAQ

Frequently asked questions about Anna L.

Quick answers generated from the profile data available on this page.

What company does Anna L. work for?

Anna L. works for Modera Wealth Management, LLC.

What is Anna L.'s role at Modera Wealth Management, LLC?

Anna L. is listed as Director of Program Management, Principal at Modera Wealth Management, LLC.

What is Anna L.'s email address?

AeroLeads has found 1 work email signal at @moderawealth.com for Anna L. at Modera Wealth Management, LLC.

What is Anna L.'s phone number?

AeroLeads has found 6 phone signal(s) with area code 201, 617, 212 for Anna L. at Modera Wealth Management, LLC.

Where is Anna L. based?

Anna L. is based in New York City Metropolitan Area, United States while working with Modera Wealth Management, LLC.

What companies has Anna L. worked for?

Anna L. has worked for Modera Wealth Management, Llc, Fischer & Co (Now Hightower), Advent Capital Management, Morgan Stanley, and Glocap Search Llc.

Who are Anna L.'s colleagues at Modera Wealth Management, LLC?

Anna L.'s colleagues at Modera Wealth Management, LLC include Savannah L., Aaron Mellman, Cfp®, Robert Dowling , Cfp®, Robert Dowling, and Mutazz Muhammad.

How can I contact Anna L.?

You can use AeroLeads to view verified contact signals for Anna L. at Modera Wealth Management, LLC, including work email, phone, and LinkedIn data when available.

What schools did Anna L. attend?

Anna L. holds Cfp Professional Education Program from College For Financial Planning.

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