Beth manages client relationships in concert with the investment management team and is active in our wealth management consultative process.
Beth and the Independence Advisors team joined Modera in January 2021. Beth joined Independence in 2007 with over 22 years experience in the financial services industry. She earned her MBA in Finance from New York University and her undergraduate degree from the University of Michigan. In May 2011, the College for Financial Planning® awarded Beth the FPQP® designation.