Advisory Team

Meet Modera's credentialed advisors who work with you every day to help you realize your personal vision.

Aaron Combs

Senior Financial Advisor, Principal
Modera-Wealth-New-Jersey-Adam-Leone-1200px

Adam Leone

Chief Wealth Management Officer, Wealth Manager & Principal
Modera-Wealth-Boston-Andrew-Walker-1200px

Andrew J. Walker

Financial Advisor

Andrew Small

Tax Manager

Ashley Gragtmans

Senior Financial Advisor, Principal
Modera-Wealth-Atlanta-Barry-Kaplan-1200px

Barry H. Kaplan

Wealth Manager, Principal

Betsy Cunagin

Wealth Manager, Principal
Modera-Wealth-New-Jersey-Bill-Houck-1200px

Bill Houck

Wealth Manager, Principal

Brad Burlingham

Director of Tax Services, Principal

Bradley Burk

Financial Advisor
Modera-Wealth-Florida-Brett-Caldwell-1200px

Brett Caldwell

Wealth Manager
Modera-Wealth-New-Jersey-Brian-Schiess-1200px

Brian K. Schiess

Senior Financial Advisor, Principal

Caitlin Heery

Financial Advisor

Chad Foster

Senior Financial Advisor, Principal
Modera-Wealth-Philadelphia-Charles-Boinske-1200px

Charles P. Boinske

Chief Visionary Officer, Wealth Manager & Principal

Charles Thompson

Senior Financial Advisor, Principal
Modera-Wealth-Boston-Christopher-Cory-White-1200px

Christopher “Cory” White

Senior Financial Advisor

Dan Crimmins

Wealth Manager, Principal

Modera-Wealth-Boston-Dina-Magretskaia-1200px

Dina Megretskaia

Wealth Manager, Principal

Doug Bazley

Financial Advisor

Edwin R. Baldrige III

Wealth Manager, Principal

Elizabeth Brozena

Senior Financial Advisor

Erica J. Yount

Wealth Manager, Principal

Feraud Calixte

Senior Financial Advisor

George T. Padula

Co-Chief Investment Officer, Wealth Manager & Principal

Gordon J. Bernhardt

Wealth Manager, Principal
Modera-Wealth-Florida-Greg-Wheeler-1200px

Greg Wheeler

Financial Advisor

Gregory James

Wealth Manager, Principal

Hilary Daniel

Financial Advisor
Modera-Wealth-Atlanta-Jacob-Burleson-1200px

Jacob Burleson

Financial Advisor
Modera-Wealth-Boston-Jeanne-Bernardin-1200px

Jeanne Bernardin

Senior Financial Advisor

Jennifer Murray

Wealth Manager, Principal

Jenny Martella

Wealth Manager, Principal
Modera-Wealth-Florida-John-Ceparano-1200px

John J. Ceparano

Wealth Manager, Principal

Jonie Parks

Wealth Manager

Jordan Rubin

Financial Advisor

Judson Meinhart

Director of Financial Planning, Senior Financial Advisor & Principal

Karen R. Keatley

Wealth Manager, Principal

Karl Graf

Wealth Manager, Principal
Modera-Wealth-New-Jersey-Kelly-Henning-1200px

Kelly A. Henning

Wealth Manager, Principal

Kelly Porter

Financial Advisor
Modera-Wealth-Florida-Kevin-Sweeney-0907-1200px

Kevin P. Sweeney

Chief Legal Officer, Wealth Manager & Principal
Modera-Wealth-Boston-Laurie-Kane-Burkhardt-1200px

Laurie Kane Burkhardt

Wealth Manager, Principal
Modera-Wealth-Atlanta-Liz-Kishel-1200px

Liz Kishel

Financial Advisor
Modera-Wealth-Philadelphia-Mark-Rioboli-1200px

Mark A. Rioboli

Wealth Manager, Principal
Modera-Wealth-Philadelphia-Mark-Gernerd-1200px

Mark Gernerd

Senior Financial Advisor

Mark Willoughby

Wealth Manager, Principal

Melissa Boyer

Senior Financial Advisor

Michael Baughman

Senior Financial Advisor, Principal
Modera-Wealth-New-Jersey-Michael-Gibney-1200px

Michael D. Gibney

Wealth Manager, Principal

Michael E. Bruder

Wealth Manager

Michael Insogna

Wealth Manager

Michael J. Ziemer

Wealth Manager, Principal
Modera-Wealth-New-Jersey-Mindy-Neira-1200px

Mindy Neira

Wealth Manager, Principal

Mollie Swann

Tax Manager

Neal Nolan

Director of Business Retirement Services, Wealth Manager & Principal

Nicole Wegman

Wealth Manager
Modera-Wealth-Patrick-Runyen-Philadelphia-1200px

Patrick D. Runyen

Wealth Manager, Principal
Modera-Wealth-New-Jersey-Peter-McKenna-1200px

Peter J. McKenna

Wealth Manager

Rick Manske

Chief Growth Officer, Principal
Modera-Wealth-Boston-Robert-Siefert-1200px

Robert D. Siefert

Wealth Manager, Principal
Modera-Wealth-New-Jersey-Robert-Dowling-1200px

Robert Dowling

Wealth Manager, Principal
Modera-Wealth-Atlanta-Robert-Sinsheimer-1200px

Robert Sinsheimer

Wealth Manager

Roger A. James, Jr.

Wealth Manager, Principal

Ryan L. Pope

Wealth Manager, Principal
Modera-Wealth-New-Jersey-Samer-Eshmawy-1200px

Samer Eshmawy

Financial Advisor

Scott Kittrell

Senior Financial Advisor, Principal

Shane Pouliot

Financial Advisor

Solon Vlasto

Wealth Manager, Principal
Modera-Wealth-New-Jersey-Stephanie-Spies-1200px

Stephanie H. Spies

Financial Advisor
Modera-Wealth-Philadelphia-Stephen-Haney-1200px

Stephen Haney

Wealth Manager, Principal

Thomas Ausfahl

Wealth Manager, Principal

Tim Koehl

Wealth Manager, Principal

Timothy Clark

Wealth Manager, Principal
Modera-Wealth-New-Jersey-Tom-Kolefas-1200px

Tom Kolefas

Senior Investment Advisor
Modera-Wealth-New-Jersey-Tom-Orecchio-1200px

Tom Orecchio

Chief Executive Officer, Wealth Manager & Principal

Travis Boyer

Wealth Manager, Principal

Victoria Consoles

Financial Advisor

Other roles