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
Tax Manager, Principal
Director of Information Systems & Security
Chief Visionary Officer, Wealth Manager & Principal
Director of Client Service
Director of Technology
Co-Chief Investment Officer, Wealth Manager & Principal
Chief Operating Officer, Principal
Director of Operations & Integration, Principal
Head of Coaching, Principal
Chief Financial Officer, President
Wealth Manager, Principal
Director of Financial Planning, Wealth Manager & Principal
Chief People Officer
Director of Facilities, Principal
Director of Advisory Services
Director of Business Retirement Services, Wealth Manager & Principal
Director of Human Resources
Director of Mergers & Acquisitions, Principal
General Counsel
Chief Growth Officer, Principal
Director of Investment Management, Principal
Chief Compliance Officer, Principal
Chief Executive Officer, Wealth Manager & Principal
Our hearts go out to all those impacted by Hurricane Helene. At this time, our Asheville office is closed, and communication will be redirected to one of our other locations where someone can assist you.