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Timely insights on market trends, economic shifts, and key financial developments—straight from our investment team.

Leadership Team

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

Regan Fad

J.D.
General Counsel, Principal
New York City, NY

Mark Lewis

Director of Facilities, Principal
Asheville, NC

Harli Palme

CFA®, CFP®
Chief Operating Officer, Principal
Asheville, NC

Judson Meinhart

CFP®, BFA™, CTS
Director of Financial Planning, Wealth Manager & Principal
Winston-Salem, NC

Neal Nolan

CFP®, CPFA, AIF®
Director of Business Retirement Services, Wealth Manager & Principal
Asheville, NC

Eric Richbourg

Director of Technology, Principal
Asheville, NC

Sarah DerGarabedian

CFA
Director of Investment Strategy, Principal
Asheville, NC

Laurie A. Vitali

J.D.
Chief People Officer, Principal
Atlanta, GA

Leslie Young

ChFC®, AEP®
Director of Compliance, Principal
Wayne, PA

Patrick D. Runyen

CPA/PFS, CFP®
Director of Organic Growth, Wealth Manager, Principal
Wayne, PA

Work At Modera Wealth

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