Leadership Team

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

Director of Finance
Boston, MA, Massachusetts
Director of Client Service
Charlotte, NC
Director of Advisory Services
Westwood, NJ
President, Chief Financial Officer, Principal
Boston, MA
General Counsel, Principal
New York City, NY
Director of Facilities, Principal
Asheville, NC
Director of Financial Planning, Wealth Manager & Principal
Winston-Salem, NC
Chief Operating Officer, Principal
Asheville, NC
Director of Business Retirement Services, Wealth Manager & Principal
Asheville, NC
Director of Technology, Principal
Asheville, NC

Work At Modera Wealth

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