As part of Modera’s annual day of service, volunteers from our Massachusetts' office served meals at the Women’s Lunch Place, a local organization dedicated to providing a safe, comfortable daytime shelter, nutrition support, and
Each Modera office participated in the 2019 Wear Blue to Work Day, wearing blue and serving treats with blue wrappers to raise awareness of autism.
For the firm’s 2017 Annual Day of Service endeavor in October, colleagues at Modera Florida, Modera New Jersey, Modera Massachusetts, and Modera Georgia, delivered presentations on budgeting, savings, debt, retirement, investments and career development to
The Modera Charitable Foundation, organized and directed by Modera employees, provides annual donations to local civic, charitable, and non- profit organizations. Recent recipients included: Greater Boston Food Bank, Camp Starfish, Big Brothers Big Sisters,
In 2016, Modera staff members participated in team-building and fundraising activities for local charities committed to cancer research and awareness.
Modera continues to support our peers within the National Association of Personal Financial Advisors (NAPFA) by volunteering for various initiatives within the organization. Chuck Roberson recently served on the logistics planning committee for NAPFA’s National
Modera is committed to supporting a wide range of charitable organizations including Volunteers of America Massachusetts, Bergen Volunteer Medical Initiative, YWCA of Boston, and the National MS Society New Jersey Metro Chapter.
In 2016, Modera (New Jersey and Massachusetts) invited local high school students to apply for its week-long “Business Scholar Early Immersion Program.” The program provided recipients with both a broad overview of the business
In 2016, Modera Massachusetts participated in the regional Making Strides Walk in support of the American Cancer Society.
In 2018, Modera Massachusetts participated in Operation Santa, led by a local post office in the Boston area. Our volunteers obtained several letters written by kids to Santa, and fulfilled their holiday gift wishes.