Joe Casper

Joe provides business development support to the firm’s wealth management team. Joe is responsible for cultivating alliance partner and new client relationships and uncovering new business partnerships.

Education:

Nichols College, M.B.A.

Alliant International University, B.S., Business Administration, magna cum laude

What’s the best career advice you ever got?

Treat others how they would like to be treated – “The Platinum Rule”.

When you’re not working you’re…?

Playing competitive tennis across New England.

What do you enjoy most about working at Modera?

Our collaborative team-approach toward problem solving.

What’s a destination in the world that you aspire to visit?

Florence and the Tuscany Region in Italy.

Let’s Talk.

Modera Financial Planning & Wealth Management
535 Boylston St., Suite 300, Boston, MA 02116
617-247-0518