,CFA®
Joe McCuine serves as president of Modera, where he leads firm-wide growth and technology efforts and oversees all financial activities, strategic financial planning and analysis, and M&A deal negotiation.
Joe is a veteran financial services executive with more than 30 years of experience leading, expanding, and enhancing firms across the investment management and wealth advisory landscape. Well-known for aligning operational strategy with enterprise growth, Joe has consistently driven profitability, led complex transactions, and designed institutional-grade platforms that power long-term client success.
Joe joined Modera in 2023. Previously, Joe served as chief financial officer at Landon Capital Partners and earlier, chief operating officer and chief financial officer at SCS Financial Services, where he helped grow the firm to over $20 billion in AUM, leading enterprise operations across wealth management, investments, finance, compliance and human resources. He also built integrated platforms supporting the firm’s trading, reporting, and client service functions, and led operational due diligence for global investment opportunities.
Joe earned a Bachelor of Science in economics from The Wharton School of the University of Pennsylvania. He is a Chartered Financial Analyst charterholder.
Joe cherishes time spent with his wife and adult children, extended family and close friends. In addition, Joe volunteers his time at his local church and at Year Up, teaching business and finance fundamentals for students preparing for internships and careers in financial services.
What has been a particularly rewarding moment in your career?
The most rewarding moments in my career have always been when a co-worker would tell me that I have positively impacted their career. I have been lucky enough a few times in my career to serve as a mentor and help someone navigate complex career decisions or situations and when those outcomes are successful it is very fulfilling.
When you’re not working you’re…?
When I am not working, I am spending as much time as I can with my 4 young adult children and my extended family and friends.
What’s the best career advice you ever got?
The best career advice I ever received was that you need to constantly be learning and one of the most valuable sources of learning is to be a great listener. Whatever the topic may be, truly listening allows you to frame your opinion or your theories with greater context and therefore your decision making or advice will be more effective.
How do you caffeinate?
I am an old school coffee in the morning person. I believe I am on a decades long streak of starting my day with a hot cup of coffee.
Chartered Financial Analyst®
Wharton School, University of Pennsylvania
B.S. Economics
Volunteer-Year Up
Volunteer at Church
