Facebook Linkedin-in Youtube
FInd An Advisor

Advisory Team

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

back to people

Shane Pouliot

CFA®, CFP®
Senior Financial Advisor, Principal
Charlotte, NC

Bowman “Rye” Thayer

CFP®
Financial Advisor
Boston, MA
Modera-Wealth-Philadelphia-Stephen-Haney-1800px

Stephen Haney

CFA®, CAIA
Wealth Manager, Principal
Wayne, PA
Modera-Wealth-Patrick-Runyen-Philadelphia-1800px

Patrick D. Runyen

CPA/PFS, CFP®
Director of Advisory, Wealth Manager, Principal
Wayne, PA

Charles P. Boinske

CFA®
Chief Visionary Officer, Wealth Manager & Principal
Wayne, PA
Modera-Wealth-Boston-Christopher-Cory-White-1800px

Christopher “Cory” White

CFP®
Wealth Manager, Principal
Boston, MA

George Padula

CFA®, CFP®
Chief Investment Officer, Wealth Manager & Principal
Boston, MA
Modera-Wealth-Boston-Dina-Magretskaia-1800px

Dina Megretskaia

CFP®, EA, JD
Wealth Manager, Principal
Boston, MA

Victoria Tejeda

CFP®, EA
Wealth Manager, Principal
Boston, MA

Erica Yount

CFA®, CFP®
Wealth Manager, Principal
Charlotte, NC
Load More

Work At Modera Wealth

Let’s end this page with a careers page call to action here. Unless there is another CTA you would like to use instead?

View Careers
Find An Advisor
Facebook Linkedin-in Youtube

Subscribe Now

By sending this message, you agree that Modera will use the personal information you disclose to have an adviser contact you and/or you agree to opt-in to receive marketing communications from us. By providing a telephone number and submitting this form you are consenting to be contacted by SMS text message. Message & data rates may apply. You can reply STOP to opt-out of further messaging.

Speak with an Advisor

By sending this message, you agree that Modera will use the personal information you disclose to have an adviser contact you and/or you agree to opt-in to receive marketing communications from us. By providing a telephone number and submitting this form you are consenting to be contacted by SMS text message. Message & data rates may apply. You can reply STOP to opt-out of further messaging.