ANNROSE ISAAC, CPA, MBA Financial Analyst

Annrose Isaac is a Financial Analyst at Modera Wealth Management.

Professional Credentials and Education

Annrose earned a Bachelor's Degree from Barnard College, Columbia University and an MBA from Baruch College, Zicklin School of Business.  She is currently working toward obtaining a Certified Financial Planner professional credential

Associations

Annrose is a member of National Association of Personal Financial Advisors.

Professional Experience

In her current role at the firm, Annrose is responsible for rebalancing client portfolios, preparing client financial plans and researching tax-related issues and projects.  Prior to joining Modera Wealth Management, Annrose worked with Eisman, Zucker, Klein & Ruttenberg as a tax accountant, and with Ernst & Young as a senior auditor for four years where she audited the year-end financial statements of hospitals and health insurance plans.

Public Service

Through her church, Annrose is a volunteer teacher with Crown Financial, a non-profit organization dedicated to helping people learn basic financial principles to improve their lives.

Personal
Annrose, her husband, Aldrin, and son reside in Palisades, New York.