Meet the People of Modera

At your service are the people of Modera, all highly trained financial professionals with a wide breadth of industry experience and expertise. We use a team approach to provide you with a broad base of knowledge and services and to make it possible that someone who knows and understands your needs is consistently available to you.

All those who work at Modera have something very important in common: a dedication to caring. It goes even beyond our fiduciary responsibility to act in our clients’ best interests. It’s what we call The Modera Difference. Everyone who works at Modera has been chosen because of their sense of compassion, their desire to help, their drive to deliver service through their expertise.

We value every client relationship we have, we value each other, and we value our communities.

To get to know any of us better, please choose a Modera office location (Massachusetts, New Jersey, Georgia, North Carolina, Florida) or you can find a team member by name via the Meet our Team search option.

To learn a bit about our history, read The Modera Story.

Meet our Team

Winner of “Best Places to Work”

We are honored to have been acknowledged by these publications and organizations as being among the Best Places to Work.

Work with Us

We are always interested in meeting candidates who share our client-centric philosophy, who are dedicated to developing and maintaining long-term relationships, and who are committed to delivering a high level of client service.

Tell Us About Yourself

Methodology for Awards:

P&I: Pensions & Investments partnered with Best Companies Group, an independent research firm specializing in identifying great places to work, to conduct a two-part survey of employers and their employees. The firm evaluated the policies, practices, philosophy, systems and demographics of each nominated company, which accounted for 25% of the total evaluation. The second part of the survey measured the employee experience and was worth 75% of the evaluation. The combined scores determined the companies receiving the award.

Investment News: Best Companies Group uses a two-part process to gather detailed data about each participating company and shares this independent data with InvestmentNews to report the ranking. The first part is an Employer Questionnaire filled out by each firm detailing company policies, practices, benefits and demographics. The other component is an employee engagement and satisfaction survey with an in-depth set of 78 statements requiring employees to respond on a one- to five-point Likert scale of agreement, as well as two open-ended questions and seven demographic questions.  To participate in the program, firms needed to be an RIA or affiliated with an independent broker-dealer, in business for a minimum of one year, and have at least 15 full-time employees.

NJBiz partnered with Best Companies Group, an independent research firm specializing in identifying places to work, to conduct a two-part survey of employers and their employees.  It evaluated the policies, practices, philosophy, systems and demographics of each nominated company, which accounted for 25% of the total evaluation. The second part of the survey measured the employee experience and was worth 75% of the evaluation.  The combined scores determined the companies receiving the award.