What departments does Modera Wealth Management have?

Modera Wealth Management has employees across 9 departments including Marketing, Finance, Operations, Human Resources, Solutions Engineering.

What is the largest department at Modera Wealth Management?

The largest department at Modera Wealth Management is Finance with 3 employees.

Where are Modera Wealth Management employees located globally?

Modera Wealth Management has employees across 2 continents and 2 countries including Spain, United States Of America.

How has Modera Wealth Management's team size changed over time?

Modera Wealth Management's team has decreased from approximately 189 to 167 employees based on available data.

Modera Wealth Management Employee Directory

Financial ServicesNew Jersey, United States201-500 Employees

Modera Wealth Management is a fee-only fiduciary financial advisory firm that focuses on a thorough, individualized assessment of each client’s financial picture. It provides prompt responses and tailored solutions that prioritize clients’ interests, along with year-round support across a broad range of financial matters. By operating under a fiduciary standard, the firm aims to deliver objective advice and peace of mind for clients.

Based in Westwood, New Jersey, Modera traces its roots to 1983, when its predecessor firm was among the first fee-only advisory practices, and it now serves clients across the United States with an East Coast footprint from Massachusetts to Florida. Recent developments include the addition of wealth manager and principal Allen Giese in mid-2026 and a Florida expansion via a Northstar transaction, signaling ongoing growth.

Modera Wealth Management Global Highlights

North America
257

United States Of America
257

Europe
1

Spain
1

Modera Wealth Management's Leadership

T. O.
Chief Executive Officer
Mobile Phone
Email
K. L.
Chief Marketing Officer, Principal
Mobile Phone
Email
C. P. B.
Chief Visionary Officer I Wealth Manager I Podcaster
Mobile Phone
Email
H. P.
Chief Operating Officer
Mobile Phone
Email
J. M.
President
Mobile Phone
Email
L. H. V.
Principal & Chief People Officer/Chro
Mobile Phone
Email
G. P.
Principal, Wealth Manager And Chief Investment Officer
Mobile Phone
Email
T. A. D.
Principal And Chief Compliance Officer
Mobile Phone
Email

Modera Wealth Management Employee Metrics

100%

50%

0%

2026

2025

Finance
Operations
Administrative
Human Resources
Marketing
Other
Analytics
Banking
Community & Social Services
Sales

Contact profiles from Modera Wealth Management

Name

Title

Contact Info

Location

Last Update

L. H. V.
Principal & Chief People Officer/Chro
Mobile Phone
Email
United StatesGeorgia
Jun 22, 2026
T. O.
Chief Executive Officer
Mobile Phone
Email
United StatesNew Jersey
Jun 22, 2026
K. L.
Chief Marketing Officer, Principal
Mobile Phone
Email
Jun 22, 2026
J. M.
President
Mobile Phone
Email
United StatesMassachusetts
Jun 22, 2026
C. P. B.
Chief Visionary Officer I Wealth Manager I Podcaster
Mobile Phone
Email
United StatesMichigan
Jun 22, 2026
G. P.
Principal, Wealth Manager And Chief Investment Officer
Mobile Phone
Email
United StatesMassachusetts
Jun 22, 2026
T. A. D.
Principal And Chief Compliance Officer
Mobile Phone
Email
United StatesMassachusetts
Jun 22, 2026
B. C.
Partner
Mobile Phone
Email
United StatesNorth Carolina
Jun 01, 2026
T. L.
Executive Assistant To Chief Executive Officer
Mobile Phone
Email
United States
Mar 25, 2026
G. J.
Partner
Mobile Phone
Email
Nov 20, 2025

Frequently Asked Questions

What is Modera Wealth Management known for?

Modera Wealth Management was founded in 1983 operates in the Financial Services industry. The company's main headquarters is located in 56 Jefferson Avenue Westwood, New Jersey 07675 United States; you can contact the main corporate office by phone at

+1-617-247-****

. Explore Modera Wealth Management's company overview page for more information.

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

Modera Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Modera Wealth Management email formats with LeadIQ.

How many employees does Modera Wealth Management have currently?

Modera Wealth Management has approximately 201 employees as of June 2026. These team members are located across 2 continents, including North AmericaEurope.

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

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

Chief Executive Officer: T. O.
Chief Marketing Officer, Principal: K. L.
Chief Visionary Officer I Wealth Manager I Podcaster: C. P. B.
Chief Operating Officer: H. P.
President: J. M.

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Modera Wealth Management Employee Directory

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