As a Client Service Specialist, Owen delivers high-level support to clients and the advisory team, ensuring a seamless and personalized experience. He manages client communication and oversee account administration—including openings, transfers, and money movements—while coordinating with custodians, accountants, and other professionals to address client needs efficiently.
To ensure accuracy and timeliness, Owen maintains thorough documentation and keeps internal systems current. He initiates and manages workflows for key client engagements such as onboardings, reviews, and discovery meetings, ensuring all materials and checklists are prepared and completed.
Owen prepares reports and supporting documents for client meetings and may attend in a technical, supportive, or observational role. He monitors account activity, research and resolve issues, and follow through to ensure client satisfaction.
In addition to client-facing responsibilities, Owen contributes to internal operations by updating training guides, organizing client records, and supporting front-office functions such as greeting visitors, managing calls, and scheduling meetings. With a strong focus on organization, service excellence, and confidentiality, Owen plays a critical role in delivering a high standard of care and professionalism across the firm.
What do you enjoy most about working at Modera?
I knew the moment I joined Modera that I could not have asked for a more welcoming and friendly group of colleagues. I love the enthusiasm and passion that my peers show toward their work and am glad to be part of such a great team.
When you’re not working you’re…?
I am playing golf, rollerblading, or finding other ways to get outdoors under the sun. I also recently acquired a pickleball net and have really enjoyed learning and laughing with friends out on the court.
Where did you grow up? Where do you live now?
I grew up in East Walpole, MA, while spending many summers split between my Grandparents houses in Hull and East Dennis. I recently made the move to South Boston and have loved my time spent in this great city.
What’s a destination in the world that you aspire to visit?
My dream destination can go one of two ways. Either sitting on a beach on the British Virgin Islands baking in the sun or traveling around Europe enjoying a new golf course everyday over the span of the vacation.
Bentley University
B.S. Economics-Finance Major and Computer Information Systems Minor
