Modera Wealth Management
Modera Wealth Management

Shane Pouliot, CFA®

Investment Advisor

Peter Somich CFA, CFP®, MSF
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Shane’s primary responsibilities include supporting the trading, rebalancing, and reconciliation processes for Modera’s client portfolios. Shane assists in the administration of Modera’s portfolio management system and collaborates and communicates with clients as needed. Shane works with advisors on client portfolio strategy and supports the Investment Committee on projects related to portfolio construction, manager due diligence, and overall investment research.

Professional Designations

Chartered Financial Analyst®


Colorado State University, Bachelor of Business Administration, Finance/Investment Analysis

Giving Back

Modera Takes to the Green for a Good Cause

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 travel and equipment expenses incurred throughout the Charlotte Rollin’ Hornets Wheelchair Basketball season. The mission of the Rollin’ Hornets is to promote independence for both children and adults with physical disabilities and provide opportunities to pursue active, healthy lifestyles in adaptive sports. It was an honor to support this great organization. To learn more about the Charlotte Rollin’ Hornets visit their website at:

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Read more about Shane

Where did you grow up? Where do you live now?

I grew up in Massachusetts, but I went to high school & college out in Colorado. My wife and I just recently moved from Boston to Charlotte and have been loving the warmer weather and southern hospitality.

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

Hawaii is probably the top of my list. Between golfing, hiking, and relaxing at the beach it sounds like such an awesome trip. Italy is a close second, though, and I’m hoping that we’ll make it to one of the two places for our honeymoon soon.

When you’re not working you’re…?

Usually on the golf course! I’ve been playing golf since I was a little kid and I always enjoy getting out to play with friends and family.

How do you caffeinate?

I’m a morning coffee drinker. I usually have hot coffee (black, dark roast) for most of the year and like to switch to iced coffee during the summer months.

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