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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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Tax Specialist
South Asheville, NC
Client Service Specialist
Tryon, NC
Senior Portfolio Manager
Westwood, NJ
Client Service Specialist
Asheville, NC
Planning Associate
Charlotte, NC
Emeritus Advisor, Principal
Charlotte, NC
Client Service Specialist
Charlotte, NC, Winston-Salem, NC
Wealth Manager, Principal
Charlotte, NC
Human Resources Associate
Westwood, NJ
Client Service Manager
Westwood, NJ
Senior Tax Operations Administrator
South Asheville, NC
Senior Planning Associate
Westwood, NJ
Trader
Asheville, NC
Wealth Manager, Principal
Westwood, NJ
Financial Advisor
Boston, MA
Director of Marketing
McLean, VA
Employee Experience Associate
Asheville, NC
Client Service Team Lead
Asheville, 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.