Kelly Henning, Principal and Wealth Manager at Modera, was recently featured in Financial Advisor Magazine’s “Women in Planning” series.
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.
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.”
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.
Understanding the key drivers of precious metals.
How Your “Why” Drives Growth in a Financial Advisory Firm
Maintain Emergency Funds and Diversify
“Significant life events such as changing jobs, having children, getting married or divorced, illness, or death can and often do change a person’s financial goals. These events don’t always necessitate changes to a client’s portfolio, but they do prompt a discussion about their impact on the financial plan.”
Modera Wealth Manager and Principal Jenny Martella was interviewed by Kitces in a 90-minute podcast on how she partnered with Karen Keatley to grow their firm and ultimately decide to join Modera in 2020.
