Meet the leaders who set the vision for Modera and maintain our tight focus on helping you thrive.
Chief Wealth Management Officer, Wealth Manager & Principal
Director of Growth Initiatives, Principal
Co-Chief Investment Officer, Principal
Director of Tax Services, Principal
Director of Information Systems & Security
Chief Visionary Officer, Wealth Manager & Principal
Director of Technology
Co-Chief Investment Officer, Wealth Manager & Principal
Chief Operating Officer, Principal
Director of Operations & Integration, Principal
Director of Finance
Chief Client Experience Officer, Principal
Wealth Manager, Principal
Director of Financial Planning, Senior Financial Advisor & Principal
Chief Legal Officer, Wealth Manager & Principal
Chief People Officer
Director of Facilities, Principal
Director of Business Retirement Services, Wealth Manager & Principal
Director of Human Resources
Director of Mergers & Acquisitions, Principal
Chief Growth Officer, Principal
Director of Investment Management, Principal
Chief Compliance Officer, Principal
Chief Executive Officer, Wealth Manager & Principal
Director of Marketing, Principal
