Stay Informed with Our Investor Brief Series
Timely insights on market trends, economic shifts, and key financial developments—straight from our investment team.

Leadership Team

Meet the leaders who set the vision for Modera and maintain our tight focus on helping you thrive.

Avik Bhattacharya

Director of Data Solutions
Atlanta, GA

Vince Curtin

Director, Head of Mergers and Acquisitions
New York City, NY

Gary Ferrentino

CPA, CFP®
Director of Tax Services, Principal
Oradell, NJ

Jeff Brewer

CFP®
Regional Director, Advisory
Charlotte, NC

Kirsten Ly

Chief Marketing Officer, Principal
McLean, VA

Jim Kipp

CPA, MSF
Chief Financial Officer, Principal
Boston, MA, Massachusetts

Dan Sciarretta

CFP®
Director of Client Service
Charlotte, NC

Meredith Otterbein

CFP®
Director of Advisory Services
Westwood, NJ

Corey Dodgson

Director of HR
Charlotte, NC

Joe McCuine

CFA®
President, Principal
Boston, MA

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?

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.