Modera Wealth Management
Boston, Massachusetts

Are you looking for a highly personalized wealth management experience in the greater Boston area? Do you need help streamlining your complex financial life and managing significant wealth? Our tight-knit team delivers meticulous financial planning, disciplined investing, and day-to-day guidance — all with a warm, human touch.

Alicia Powers

Senior Client Service Specialist
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Andrew J. Walker

Financial Advisor
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Bowman “Rye” Thayer

Senior Planning Associate
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Christopher “Cory” White

Wealth Manager
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Dina Megretskaia

Wealth Manager, Principal

George T. Padula

Co-Chief Investment Officer, Wealth Manager & Principal

Jay Palais

Staff Accountant
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Jeanne Bernardin

Wealth Manager

Joe McCuine

Chief Financial Officer, President
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Joy Zaykoski

Digital Marketing Manager

Kelly Porter

Financial Advisor
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Lorraine Mohan

Senior Client Service Specialist

Owen Hunter

Client Service Specialist
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Peter Somich

Director of Mergers & Acquisitions, Principal
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Robert D. Siefert

Wealth Manager, Principal

Shardae Jobson

Administrative Assistant

Theresa Apruzzese Days

Chief Compliance Officer, Principal
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Tom Kennedy

Senior Research Analyst

Victoria Tejeda

Senior Financial Advisor

We are independent, fee-only financial advisors.

We are proud to be an independently owned wealth management firm that always puts its clients’ interest first, as evidenced by our fee-only compensation and fiduciary responsibility. There are many Boston investment firms, but we hope you consider us. Barron’s ranked us 69th on their 2023 list of Top 100 RIA Firms.

Our services:

Whether you’re in need of comprehensive financial planning or need a partner to help you address a specific life event or financial goal, we’re here to help.