Leadership Team

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

Director of Client Service
Charlotte, NC
Director of Advisory Services
Westwood, NJ
President and Chief Financial Officer
Boston, MA
General Counsel
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
Co-Chief Investment Officer, Principal
Asheville, NC
Director of Technology
Asheville, NC

Work At Modera Wealth

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