Lisa Andrea

As a Client Service Associate, Lisa plays a vital role in supporting both Client Service Specialists and Advisors through a wide range of administrative and operational responsibilities. She assists with account openings, processing money movements, and coordinate with custodians, accountants, and other professionals to ensure smooth client service delivery.

Lisa is responsible for maintaining accurate records, tracking task completion, and updating internal systems with client information. She also help prepare materials for client and prospect meetings, organize and manage client documentation, and support daily office operations by greeting visitors and managing incoming calls.

Modera Client Service Associates at the firm are known for their attention to detail, professionalism, and unwavering commitment to client confidentiality. They consistently uphold a high standard of service while contributing to the overall efficiency, consistency, and success of the team.