Operations

Christina Gibson

Senior Operations Analyst
Asheville, NC

Christina Schappert

Portfolio Manager
Charlotte, NC

Kelly Donaghy

Senior Trader
Asheville, NC

Brian Smith

Senior Operations Analyst
Asheville, NC

Harli Palme

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

Benjamin Blake

CFP®, MBA
Assistant Director of Portfolio Management

Tammy LeJune

AAMS™, FPQP®
Portfolio Manager
Charlotte, NC

Tyler Suing

FPQP®
Portfolio Manager

Sarah DerGarabedian

CFA
Director of Investment Strategy, Principal
Asheville, NC

Savannah Liptak

CMSA®, FPQP®
Research Assistant
Charlotte, NC

Work At Modera Wealth

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