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Jun Shim

,CFP®, EA

Senior Portfolio Manager

What do you enjoy most about working at Modera?
The best part about Modera is the people. Everyone is driven, intelligent, and willing to help and share knowledge. It’s truly a collaborative environment where everyone is trying to make each other and the company better.

When you’re not working you’re…?
Being active outdoors, whether that’s golfing, hiking, kayaking, or running.

What’s a destination in the world that you aspire to visit?
I’d like to visit all 7 continents in my lifetime (currently at 4). On my bucket list is to visit Tanzania to climb Mount Kilimanjaro.

How do you caffeinate?
Black coffee! Americanos are my drink of choice.

Articles by Jun Shim

Professional Designations

CERTIFIED FINANCIAL PLANNER®

Enrolled Agent

Education

Rutgers University

B.A. Economics

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