Our People

Get sophisticated wealth management from really nice people.

With Modera, you benefit from the support of highly experienced advisors in the disciplines that contribute to peace of mind and positive outcomes — financial planning, investment management, tax strategy, retirement planning, philanthropy and much more.

The people you work with are hard-working, exacting, and detailed-oriented. They’re also warm, down-to-earth, and team-oriented. (Egos aren’t our thing.) Each of us is motivated by the same deep-rooted desire — to do everything in our power to help you prosper.

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Wealth Manager, Principal
Westwood, NJ
Director of FP&A and M&A, Principal
Boston, MA
Client Service Specialist
Charlotte, NC
Operations Manager
Atlanta, GA
Client Service Team Lead
Asheville, NC
Client Service Associate
Asheville, NC
General Counsel, Principal
New York City, NY
Senior Planning Associate
Asheville, NC
Wealth Manager, Principal, and Strategic Advisor
Asheville, NC
Wealth Manager, Principal
Westwood, NJ
Wealth Manager, Principal
Boston, MA
Senior Client Service Specialist
Inverness, FL
Wealth Manager, Principal
Asheville, NC
Wealth Manager, Principal
Atlanta, GA
Planning Associate
Tryon, NC
Client Service Specialist
Atlanta, GA
Client Service Specialist
Charlotte, NC
Client Service Specialist
Southern Pines, NC
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Work At Modera Wealth

Modera’s core mission is to make a lasting, positive impact on the lives of our colleagues and clients.  The greatest factor in our future success is our ability to support, develop and retain talented people.  We are always searching for talented professionals who share our love of helping clients live well.