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CEO Talks Succession Planning at Future Proof
Modera Wealth Management CEO Tom Orecchio joined fellow industry leaders on September 15th at Future Proof Festival for “The Succession Reality Check: Data, Deal Structures, and How to Actually Get It Done.”
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Building an AI-Ready Wealth Management Firm
As part of the Wealth Management by Informa 2026 Midyear Outlook, Modera President Joe McCuine shared “How to Build an AI Ready Wealth Management Firm,” which describes strategic uses of AI to improve advice, strengthen client relationships and help employees conduct their best work.
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Modera Launches AI-Powered Platform Mira to Support Tailored Financial Advice for Clients
WESTWOOD, N.J., October 21, 2026 ─ Modera Wealth Management, LLC (“Modera”), a fee-only wealth management firm serving individuals, families, business owners, and nonprofit organizations, today announced it has launched Mira, a proprietary agentic AI-powered platform.
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Modera Advisors Recognized as Rising Industry Talent
Modera is proud to announce that Victoria Tejeda, CFP, EA and Kelly Guadagnino, CPA, CFP have each been recognized by Financial Planning Magazine as 2026 Rising Stars.
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Modera Wealth Management is a Barron’s Top 100 RIA Firm for 2026
Modera is proud to be ranked 37th in Barron’s  2026 Top 100 RIA Firms list.
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Modera Wealth Management Expands New York Presence
Albany-based Aaron Lieberman joins Modera as a wealth manager and principal, strengthening the firm’s presence in New York’s Capital Region
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Modera Wealth Management Hires Two New Chiefs to Lead Investments and Operations
Gaurav Mallik joins as CIO and Shelly Kapoor named COO as the RIA adds two industry veterans to aid expansion of investment and technology platforms.
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Modera Wealth Management Expands Florida Presence with Northstar Transaction
The firm joins Modera to support long-term succession, client service and advisor growth, adding $311.6 million in assets to the growing RIA
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CityWire—Vince Curtin: Modera hires Mather Group alum as M&A head
Vince brings a wealth of experience from Transcend Capital Advisors, The Mather Group, and UBS, and his arrival marks a pivotal moment in Modera’s strategic growth journey.
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Modera Wealth Management Acquires Bay Point Wealth
Fee-only RIA firm joins Modera to leverage enhanced client capabilities and opportunities for growth
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