Modera Wealth Ranks as a Best Place to Work in Money Management

December 11, 2023

For the 8th 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 2023. 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, “As Modera’s success is entirely dependent on the people who work here, we are proud and excited that our colleagues have chosen to recognize us for our people-focused efforts. Modera employees work very hard for our clients and we, in turn, must work very hard for our employees to provide an exceptional best-in-class work experience that holistically supports them. Moving forward, we won’t rely on our past successes in this regard and will continue to enhance our employee experience to remain a market leader on the people front. Our people deserve nothing less from us.”

We have had a year of growth; expanding our geographic locations and deepening our experience has required flexibility and determination. We appreciate all of our Modera colleagues for continuing to uphold our values and goals and for keeping their focus where it belongs – on our clients and each other. All of us at Modera are looking forward to 2024 and another great year of striving to make a positive impact on the lives of our colleagues, clients and communities.

View the full list:

Learn more about the assessment process below:

Pensions & Investments worked with a leading workplace expert to produce the 2023 Best Places to Work in Money Management list of top companies.

Best Companies Group, Harrisburg, Pa., undertook a two-step process to develop the list, designed to gather detailed data about each organization. To participate, a firm had to have at least 20 employees in the U.S., have at least $100 million of discretionary, institutional assets under management or advisement and be in business for at least one year.

In part one, the employer completed a questionnaire about the firm’s policies, practices, benefits and demographics. U.S. employment numbers for each firm were then confirmed by Best Companies.

In part two, employees were emailed an engagement and satisfaction survey that consisted of 77 statements. Employees were asked to respond on a 1-to-5 scale of “Disagree Strongly” to “Agree Strongly.” Two questions also were asked: What did the firm do to make it a place where people wanted to work, and what things could the company do to increase employee satisfaction and productivity.

The compiled data allowed Best Companies to determine the strengths and weaknesses of the participating firms. Employee responses accounted for 75% of the total company score, with the employer responses making up the remaining 25%.

For the final step, Best Companies examined the data to verify and finalize the rankings. At P&I’s request, participating firms were ranked against others of similar size.

Assets under management and assets under advisement figures are as of June 30, unless otherwise noted. Company and employee comments from the survey have been edited for space, style and clarity.


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