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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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Jeff Brewer

CFP®
Director of Advisor Growth & Development
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

Corey Dodgson

Director of HR
Charlotte, NC

Joe McCuine

CFA®
President, Principal
Boston, MA

Regan Fad

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

Mark Lewis

Director of Facilities, Principal
Asheville, NC

Harli Palme

CFA®, CFP®
Director of Learning and Development, Principal
Asheville, NC

Judson Meinhart

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

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