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Advisory Team

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

CFA®, CFP®
Financial Advisor, Principal
Charlotte, NC
CFA®, CAIA
Wealth Manager, Principal
Wayne, PA
CPA/PFS, CFP®
Director of Organic Growth, Wealth Manager, Principal
Wayne, PA
CFA®
Chief Visionary Officer, Wealth Manager & Principal
Wayne, PA
CFP®
Wealth Manager, Principal
Boston, MA
CFP®
Wealth Manager, Principal
Boston, MA
CFA®, CFP®
Chief Investment Officer, Wealth Manager & Principal
Boston, MA
CFP®, EA, JD
Wealth Manager, Principal
Boston, MA
CFP®, EA
Senior Financial Advisor, Principal
Boston, MA
CFA®, CFP®
Wealth Manager, Principal
Charlotte, NC

Work At Modera Wealth

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