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USA TODAY Names Modera Wealth Management Among Industry’s Best Financial Advisory Firms
Modera listed among top 40 of 1,000 firms evaluated for growth and client commitment.
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Financial Advisor Magazine – “Women in Planning”
Kelly Henning, Principal and Wealth Manager at Modera, was recently featured in Financial Advisor Magazine’s “Women in Planning” series.
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Quartz: Patrick Runyen – “Thinking about using AI for your taxes? Think again,”
Patrick Runyen, Modera’s Director of Advisory, Wealth Manager & Principal, was recently featured in a new Quartz article, “Thinking about using AI for your taxes? Think again,” that explores the risks and limitations of using AI tools for tax preparation.
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CityWire RIA: “Beyond the ‘plug and play’: RIA leaders weigh CPA alignment at scale.”
Tom Orecchio, CEO and Principal of Modera Wealth Management, contributed his perspective in Citywire RIA’s new piece, “Beyond the ‘plug and play’: RIA leaders weigh CPA alignment at scale.”
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MarketWise: “The Fed Holds Interest Rates Steady: What it Means for Stocks, Bonds, and Gold”
Sarah DerGarabedian, CFA, our Director of Investment Strategy and Principal, was featured in a recent MarketWise article, “The Fed Holds Interest Rates Steady: What it Means for Stocks, Bonds, and Gold,” by James Royal discussing the Federal Reserve’s latest policy decision and its implications for the markets.
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Why Modera’s M&A Head Takes a Cue From Ted Lasso
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Investment Commentary: Q3 2025
Market Shifts and Timeless Strategies
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Mindy Neira—Financial Advisor IQ, Navigating Bias: How Female Advisors Can Turn Obstacles into Opportunities
Mindy Neira was featured in Financial Advisor IQ’s powerful series on the challenges and opportunities facing female financial advisors.
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Modera Wealth Management is a Barron’s Top 100 RIA Firm for 2025
Modera is proud to be ranked 40th in Barron’s  2025 Top 100 RIA Firms list.
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