Anna L.

Anna L. has a diverse work experience in the financial industry. Anna started their career in 2000 at JPMorgan as an Analyst/Associate in Structured Products & Derivatives. Anna then worked at Glocap Search LLC as a Vice President from 2004 to 2005. Anna later joined Morgan Stanley as an Associate in Corporate Derivatives Sales, where they worked from 2005 to 2008. Anna then moved to Advent Capital Management, where they served as Vice President in Investor Relations/Marketing from 2008 to 2010. Anna then worked at Fischer & Co (now HighTower) in Investor Relations from 2010 to 2013. Most recently, Anna has held the role of Director of Growth Initiatives and Principal at Modera Wealth Management, LLC since 2013.

Anna L. has a Bachelor of Arts degree in Economics from The Johns Hopkins University, which they obtained between 1996 and 2000. Prior to university, they attended Westwood High School from 1992 to 1996. Anna also completed the CFP Professional Education Program at the College for Financial Planning between 2016 and 2018. In addition, they have obtained a Digital Marketing Fundamentals Professional Certificate from the University of Vermont, Continuing and Distance Education, although the specific month of attainment is not provided.