Leadership Team

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

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

Judson Meinhart

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

Harli Palme

CFA®, CFP®
Chief Operating Officer, Principal
Asheville, 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
Inverness, FL

Work At Modera Wealth

Let’s end this page with a careers page call to action here. Unless there is another CTA you would like to use instead?

Subscribe Now

By sending this message, you agree that Modera will use the personal information you disclose to have an adviser contact you and/or you agree to opt-in to receive marketing communications from us. By providing a telephone number and submitting this form you are consenting to be contacted by SMS text message. Message & data rates may apply. You can reply STOP to opt-out of further messaging.

Speak with an Advisor

By sending this message, you agree that Modera will use the personal information you disclose to have an adviser contact you and/or you agree to opt-in to receive marketing communications from us. By providing a telephone number and submitting this form you are consenting to be contacted by SMS text message. Message & data rates may apply. You can reply STOP to opt-out of further messaging.