Josh Connell

Senior Operations Associate

Josh Connell is a Senior Operations Associate at Modera Wealth Management, LLC. As Senior Operations Associate, Josh is responsible for maintaining Modera’s day-to-day operations, supporting its existing operational procedures and identifying opportunities to strengthen the firm’s operations. In addition, he works closely with other teams within Modera to ensure they are taking full advantage of the functionality and reporting capabilities of our main software applications.

Prior to joining Modera, Josh worked for Envestnet Tamarac in Raleigh, NC starting as an Operations Associate and progressing to an Associate Vice President position. In his most recent role as Associate Vice President, he led and managed an operations team in support of a group of over 110 registered investment adviser firms, providing training and project management facilitation, and also focused on strategic initiatives for the operations department.

Josh received a Bachelor of Arts degree in Sociology from the University of Georgia.

Josh lives in Marietta, Georgia with his wife Stacy and their three children. While not working Josh enjoys playing basketball, golf, hiking and spending time with his family.