Operations

Ashton Lawrence

Senior Operations Analyst

Georgette Blackford

Operations Associate
Asheville, NC

Julie Rial

Senior Operations Analyst
Westwood, NJ

Jonathan Coggins

CMT®
Portfolio Manager

Michael Starkel

CFA®
Senior Portfolio Manager

Tarron Eason

CRM Product Manager
Atlanta, GA

Glenell Agnolutto

Senior Operations Analyst
Annapolis, MD, Stevensville, MD

Trish Libertell

Executive Assistant to the CEO
Westwood, NJ

Jun Shim

CFP®, EA
Senior Portfolio Manager
Westwood, NJ

James Serrano

CFP®, MSEEM
Senior Planning Associate
Inverness, FL

Work At Modera Wealth

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