Community Involvement
Amy Lowder is a member of the National Organization for Women and The Charlotte Guild Debutante Club.
Leading the Profession Forward
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.
Making an Impact
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
Training the Street
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,
Giving Back Amid a Crisis
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
Supporting the Gift of Music
Modera's New Jersey team is proud to support the JCC Thurnauer School “Gift of Music” Gala Benefit Concert. The “Gift of Music” Gala Benefit Concert raises scholarship funds for children who wish to study
Supporting Local Organizations in our Community
Modera’s Atlanta team supported CHRIS 180 in their mission to heal children and families through holistic, trauma informed health services.
Helping Hands
Colleagues from Modera’s Florida office supported Habitat for Humanity of Citrus County in November by participating in various hands-on home building activities.
Assembling Care Packages
To brighten the holidays for patients of the Dana Farber Cancer Institute, Modera’s Boston office assembled chemo care packages, which were delivered directly to the Blum Center at Dana Farber.
Delivering Holiday Cheer
Modera’s Florida office helped bring joy to the children served by The Boys and Girls Club of Citrus County and the Citrus County Family Resource Center, with a bounty of gifts for the holidays.