Leadership Team Archives | Modera Wealth Management

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Leadership Team

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

Vince Curtin

Director, Head of Mergers and Acquisitions

New York City, NY

Kirsten Ly

Director of Marketing

McLean, VA

Jim Kipp

CPA, MSF

Director of Finance

Boston, MA, Massachusetts

Dan Sciarretta

CFP®

Director of Client Service

Charlotte, NC

Meredith Otterbein

CFP®

Director of Advisory Services

Westwood, NJ

Joe McCuine

CFA®

President, Chief Financial Officer, Principal

Boston, MA

Regan Fad

J.D.

General Counsel, Principal

New York City, NY

Mark Lewis

Director of Facilities, Principal

Asheville, NC

Judson Meinhart

CFP®, BFA™, CTS

Director of Financial Planning, Wealth Manager & Principal

Winston-Salem, NC

Harli Palme

CFA®, CFP®

Chief Operating Officer, Principal

Asheville, NC

Work At Modera Wealth

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