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Modera Wealth Management Employee Directory

Financial ServicesNew Jersey, United States201-500 Employees

Modera Wealth Management has about 231 employees, nearly all of them in North America. Banking and Finance make up over half of the profiles with a known department. Modera Wealth Management's workforce spans 10 departments. Modera Wealth Management's workforce fell 9% between July 2025 and July 2026.

Find Modera Wealth Management employees' phone numbers or email addresses

Modera Wealth Management Global Highlights

Location
Employees

North America
249

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  • United States Of America
    249

Asia
2

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  • Indonesia
    1
  • Sri Lanka
    1

Modera Wealth Management's Leadership

  • Chief Marketing Officer, Principal at Modera Wealth Management
    K. L.
    Chief Marketing Officer, Principal
    Mobile Phone
  • Partner at Modera Wealth Management
    G. J.
    Partner
    Mobile Phone
  • Director Of Advisory Services at Modera Wealth Management
    M. P. O.
    Director Of Advisory Services
    Mobile Phone
  • Wealth Manager & Principal at Modera Wealth Management
    N. C. W.
    Wealth Manager & Principal
    Mobile Phone
  • Talent Acquisition Manager at Modera Wealth Management
    A. G.
    Talent Acquisition Manager
    Mobile Phone
  • Marketing Manager at Modera Wealth Management
    A. L.
    Marketing Manager
    Mobile Phone
  • Tax Manager at Modera Wealth Management
    A. S.
    Tax Manager
    Mobile Phone
  • Portfolio Manager at Modera Wealth Management
    B. B.
    Portfolio Manager
    Mobile Phone

Modera Wealth Management Employee Metrics

100%
50%
0%
2026
2025
  • Finance
  • Operations
  • Administrative
  • Human Resources
  • Marketing
  • Other
  • Analytics
  • Banking
  • Community & Social Services
  • Sales

Banking is the largest department at 85% of profiles with a known department, up from 0% in July 2025, followed by Finance (4%, down from 53%) and Community & Social Services (3%, up from 1%).

Contact profiles from Modera Wealth Management

Name
Title
Contact
Location
Last Update
  • Chief Marketing Officer, Principal at Modera Wealth Management
    K. L.
    Chief Marketing Officer, Principal
    Mobile Phone
    Oct 24, 2026
  • Partner at Modera Wealth Management
    G. J.
    Partner
    Mobile Phone
    Nov 20, 2025
  • Director Of Advisory Services at Modera Wealth Management
    M. P. O.
    Director Of Advisory Services
    Mobile Phone
    Jun 28, 2026
  • Wealth Manager & Principal at Modera Wealth Management
    N. C. W.
    Wealth Manager & Principal
    Mobile Phone
    May 08, 2026
  • Talent Acquisition Manager at Modera Wealth Management
    A. G.
    Talent Acquisition Manager
    Mobile Phone
    Oct 15, 2026
  • Marketing Manager at Modera Wealth Management
    A. L.
    Marketing Manager
    Mobile Phone
    Oct 16, 2026
  • Tax Manager at Modera Wealth Management
    A. S.
    Tax Manager
    Mobile Phone
    Oct 17, 2024
  • Portfolio Manager at Modera Wealth Management
    B. B.
    Portfolio Manager
    Mobile Phone
    Mar 26, 2025
  • Portfolio Manager at Modera Wealth Management
    B. B.
    Portfolio Manager
    Mobile Phone
    Oct 16, 2024
  • Wealth Manager at Modera Wealth Management
    C. F. C. C. C.
    Wealth Manager
    Mobile Phone
    Feb 28, 2026

Frequently Asked Questions

What are the largest departments at Modera Wealth Management?

Minus sign iconPlus sign iconBanking is the largest department at 85% of profiles with a known department, up from 0% in July 2025, followed by Finance (4%, down from 53%) and Community & Social Services (3%, up from 1%). Modera Wealth Management's workforce spans 10 departments.

How has Modera Wealth Management's workforce changed over the past year?

Minus sign iconPlus sign iconModera Wealth Management's workforce fell 9% between July 2025 and July 2026. Banking's share of profiles with a known department rose from 0% to 85%.

How many employees does Modera Wealth Management have currently?

Minus sign iconPlus sign iconModera Wealth Management has approximately 231 employees as of October 2026. These team members are located across 2 continents, including North America and Asia.

Who are Modera Wealth Management's key employees and leadership?

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As of October 2026, Modera Wealth Management's key employees include:

  • Chief Marketing Officer, Principal: K. L.
  • Partner: G. J.
  • Director Of Advisory Services: M. P. O.
  • Wealth Manager & Principal: N. C. W.
  • Talent Acquisition Manager: A. G.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

What is Modera Wealth Management's most common email format?

Minus sign iconPlus sign iconModera Wealth Management employees' email format typically follows the pattern of FirstL@moderawealth.com. Trying to find reliable and up-to-date employee contact data? Find more Modera Wealth Management email formats with LeadIQ.

What is Modera Wealth Management known for?

Minus sign iconPlus sign iconModera Wealth Management was founded in 1983 and operates in the Financial Services industry. You can contact Modera Wealth Management's main corporate office by phone at
+1-617-247-****
. Explore Modera Wealth Management's company overview page for more information.

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