For the 9th year in a row, P&I magazine has awarded Modera the distinction of being one of the Best Places to Work in Money Management for 2024. We are very grateful to be recognized by our colleagues, whose opinions we hold in the highest regard. We would not be where we are today without each and every employee.
Chief People Officer, Laurie Vitali has this to say about the award, “Our employees work tirelessly for our clients, and as a company, we are committed to working just as hard for our employees so that we provide an exceptional work environment that fully supports them. Another year of growth and expansion has demanded both adaptability and perseverance from our employees. Through it all, our Modera team members have stayed true to our core values and objectives and have kept their focus on what matters most – our clients, our communities and one another. Modera’s success is driven by the dedication of our team, and we are both proud and thrilled that our colleagues have chosen to acknowledge our dedication to our employees. In 2025 and beyond, we promise to continue our focus on improving our employee experience and maintaining our position as a leader in the industry when it comes to people. Our team deserves nothing less.”
View the full list of awardees here: The Best Places to Work in Money Management 2024
Pensions & Investments partnered with Workforce Research Group, a research firm specializing in identifying great places to work, to conduct a two-part survey process of employers and their employees.
The first part consisted of evaluating each nominated company’s workplace policies, practices, philosophy, systems and demographics. This part of the process was worth approximately 20% of the total evaluation. The second part consisted of an employee survey to measure the employee experience. This part of the process was worth approximately 80% of the total evaluation. The combined scores determined the top companies. For a bit more on the full process please click here https://www.pibestplacestowork.com/how-it-works/our-process.
Modera Wealth Management, LLC (“Modera”) is an SEC registered investment adviser. SEC registration does not imply any level of skill or training. Modera may only transact business in those states in which it is notice filed or qualifies for an exemption or exclusion from notice filing requirements. For information pertaining to Modera’s registration status, its fees and services please contact Modera or refer to the Investment Adviser Public Disclosure Web site (www.adviserinfo.sec.gov) for a copy of our Disclosure Brochure which appears as Part 2A of Form ADV. Please read the Disclosure Brochure carefully before you invest or send money.
This article is limited to the dissemination of general information about Modera’s investment advisory and financial planning services that is not suitable for everyone. Nothing herein should be interpreted or construed as investment advice nor as legal, tax or accounting advice nor as personalized financial planning, tax planning or wealth management advice. For legal, tax and accounting-related matters, we recommend you seek the advice of a qualified attorney or accountant. This article is not a substitute for personalized investment or financial planning from Modera. There is no guarantee that the views and opinions expressed herein will come to pass, and the information herein should not be considered a solicitation to engage in a particular investment or financial planning strategy. The statements and opinions expressed in this article are subject to change without notice based on changes in the law and other conditions.
Investing in the markets involves gains and losses and may not be suitable for all investors. Information herein is subject to change without notice and should not be considered a solicitation to buy or sell any security or to engage in a particular investment or financial planning strategy. Individual client asset allocations and investment strategies differ based on varying degrees of diversification and other factors. Diversification does not guarantee a profit or guarantee against a loss.
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