Bill Houck and Peter McKenna from our Westwood, NJ office participated in an annual charity golf outing benefiting New Concepts For Living, a community based non-profit organization dedicated to serving individuals with developmental disabilities and their families. We’re
Oradell-Emerson Rotary receives the Florie Scialla Award. This award is given to a club that “best exemplifies the type of Rotary projects that Florie Scialla was noted for i.e. "Hands on Type" of tasks
Jeanne Bernardin of the Modera Boston office volunteered for Hopkinton High School’s career awareness initiative, which provided high school students an opportunity to learn about different career path opportunities through a presentation and Q&A
Aaron Mellman volunteers with the Great Pyrenees Rescue of Atlanta. Aaron helps out on adoption days, occasionally transports dogs to medical facilities, and most recently has provided a foster home.
Dawson Fielding, Zachary Palmer, Shane Pouliot, and Erica Yount of Modera’s Charlotte Office took to the green for a charity outing, the 2021 Rollin’ Hornets Golf Classic. The proceeds help pay for the many
Amy Lowder is a member of the National Organization for Women and The Charlotte Guild Debutante Club.
Karen Keatley serves as a Commissioner on the CFP® Board Disciplinary and Ethics Commission, which is charged with review and enforcement of the CFP® Code of Ethics and Rules of Conduct.
Karen Keatley is a member of the Charlotte Women’s Impact Fund, a collective giving organization which provides more than $400,000 of grant funding each year to non-profit organizations in Mecklenburg County. She has served
Modera and our CEO, Tom Orecchio (a Lafayette college alum) are proud to have sponsored the participation of 51 Lafayette College students in a Finance Immersion Bootcamp from "Training The Street". During this 2-day bootcamp,
One of Modera’s core values has always included supporting our local communities. We are aware that many people are and will continue to be affected by COVID-19, and we want to do our part