,CFP®
Lydia serves as a Portfolio Manager, playing an essential role in maintaining the efficiency of the firm’s investment operations. She contributes to the execution of daily trading, account reconciliation, and portfolio rebalancing activities, ensuring that all processes are completed accurately and in alignment with client objectives.
In addition to core trading functions, Lydia supports the firm’s centralized portfolio management system across offices and assists with the administration of portfolio rebalancing software. Whether handling advisor requests or taking on specialized projects, she helps deliver consistent, high-quality portfolio management support that strengthens Modera’s commitment to disciplined investment strategy and client service.
When you’re not working you’re…?
When I’m not working I’m doing yoga, reading a good book, or spending time outside with my chocolate lab Porter.
Where did you grow up? Where do you live now?
I grew up in Winston-Salem, North Carolina and after living in Raleigh for several years have moved back to the Winston-Salem area.
What’s a destination in the world that you aspire to visit?
After spending time on the island of Oahu, it is my dream to visit all the islands of Hawaii. Particularly, Kauai.
How do you caffeinate?
Coffee!
CERTIFIED FINANCIAL PLANNER®
NC State University
BA in Public Relations
Minor in Business Administration
