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Leadership Team

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

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Dylan Walton-Yedlin

Director of Portfolio Management
Boston, MA

Liz Skinner

Director of Communications
McLean, VA

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®
Regional Director, Advisory
Westwood, NJ
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Work At Modera Wealth

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