Anne Moran

Client Relationship and Marketing Manager

Phone: 201-391-5161
Fax: 201-391-6110
E-mail:

Anne joined Compass Point Advisors, L.P. in September of 2010 after working as a consultant to the firm for nine months. Utilizing her background in marketing and client services, Anne has a diversified role. She is responsible for planning and implementation of client events, development and execution of the firm’s newsletters, client satisfaction studies and website maintenance.  Additionally, she supports the advisors in the planning process with online account maintenance, detailed retirement, education and estate analyses and preparation of client specific reporting.

Anne lives in Montvale, N.J. with her husband Chris and four children, Meghan, Keelin, Conor and Mollie. She is active in her community and enjoys spending time with her family and friends.