What departments does Modera Wealth Management have?

Modera Wealth Management has employees across 7 departments including Marketing, Recruiting, Accounting, Program & Project Management, Banking.

What is the largest department at Modera Wealth Management?

The largest department at Modera Wealth Management is Banking with 4 employees.

Where are Modera Wealth Management employees located globally?

Modera Wealth Management has employees across 3 continents and 3 countries including Sri Lanka, 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
253

United States Of America
253

Asia
1

Sri Lanka
1

Europe
1

Spain
1

Modera Wealth Management's Leadership

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

E. Y.
Principal And Wealth Manager
Mobile Phone
Email
Feb 28, 2026
N. B.
Senior Portfolio Manager
Mobile Phone
Email
Oct 21, 2024
C. B.
Senior Financial Advisor
Mobile Phone
Email
Jul 01, 2026
S. M. F.
Senior Client Service Advisor
Mobile Phone
Email
Jun 12, 2026
I. P.
Senior Client Service Specialist
Mobile Phone
Email
Jun 28, 2026
A. C. C.
Senior Financial Advisor, Principal
Mobile Phone
Email
Aug 15, 2023
A. B.
Senior Planning Associate
Mobile Phone
Email
Oct 16, 2024
C. M. C.
Senior Portfolio Administrator
Mobile Phone
Email
Oct 22, 2024
T. F. F.
Senior Operations Associate
Mobile Phone
Email
Sep 23, 2025
V. T.
Senior Financial Advisor
Mobile Phone
Email
Oct 16, 2024

Frequently Asked Questions

What is Modera Wealth Management known for?

Modera Wealth Management was founded in 1983 operates in the Financial Services industry; 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 210 employees as of July 2026. These team members are located across 3 continents, including North AmericaAsiaEurope.

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

As of July 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.

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Modera Wealth Management Employee Directory

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