Anitha Fiest

Anitha is responsible for scheduling and preparing annual reviews for clients, preparing client paperwork, including new account and transfer forms and acting as a liaison between the firm’s wealth management team and the custodians’ client service departments.

Education:

Bangalore University, B.A., Economics

What do you enjoy most about working at Modera?

The people; everyone has been so friendly and helpful.

What's the best career advice you ever got?

Treat everyone how you want to be treated.

How do you do good in your community?

I volunteer at the food bank at times. I also volunteer a lot at my daughter’s school.

How do you caffeinate?

I listen to music, music has a way to lift even the dullest day.

Let’s Talk.

Modera Financial Planning & Wealth Management
831 East Morehead Street, Suite 760, Charlotte, NC 28202
704-358-3322