Kathleen leads the Client Service Team within the NJ, MA, and PA offices. She serves as the liaison between the Team and Modera’s Operations, Compliance, and Wealth Management Teams. Kathleen also provides a point of contact for each of Modera’s custodian relationships.
What do you enjoy most about working at Modera?
It’s a true family environment.
When you’re not working you’re…?
Spending time with my family.
Where did you grow up? Where do you live now?
I grew up in Danbury, CT and now live in Glen Rock, NJ.
What’s a destination in the world that you aspire to visit?
Iceland.
Western Connecticut State University, B.A., Communications with a minor in Mathematics, magna cum laude
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