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
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
On September 10, colleagues from our Charlotte office dug in for a maintenance project at Independence Park, working side by side with the park’s Horticulture Team to trim trees, clear away debris, pull weeds,
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. In 2020 we participated virtually by creating signs 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