Principals

Our large, diverse group of principals reflects the breadth and depth of our brain trust. Our broad distribution of ownership is intentional — it helps create long-range stability and continuity for you and future generations.

Lorraine Mohan

FPQP®
Client Service Team Lead, Principal
Boston, MA

Dina Megretskaia

CFP®, EA, JD
Wealth Manager, Principal
Boston, MA

Theresa Apruzzese Days

J.D.
Chief Compliance Officer, Principal
Boston, MA

Victoria Tejeda

CFP®, EA
Wealth Manager, Principal
Boston, MA

Erica Yount

CFA®, CFP®
Wealth Manager, Principal
Charlotte, NC

Jonie Parks

CFP®
Wealth Manager, Principal
Charlotte, NC

Karen Keatley

MBA, CFA®, CFP®
Emeritus Advisor, Principal
Charlotte, NC

Stephanie Spies

CFP®, EA
Senior Financial Advisor, Principal
New Providence, NJ, Westwood, NJ

Brian K. Schiess

CFP®, EA
Wealth Manager, Principal
Westwood, NJ

Ashley Santos

Client Service Team Lead, Principal
Westwood, NJ

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.