LeadIQ logo
Learn more at LeadIQ.com
Modera Wealth Management

Modera Wealth Management Employee Directory

Financial ServicesNew Jersey, United States51-200 Employees

Modera Wealth Management is a fee-only, fiduciary financial advisory firm focused on providing clients with a high level of care and attention. We examine and evaluate each client’s entire financial picture, offer prompt responses to their questions, and present customized solutions that always put their interests before our own. You want advisors whose services are comprehensive and who are able and willing to offer you support and guidance throughout the year on a wide range of financial matters. Choosing fiduciaries — those legally bound to act in your best interest — will provide you with objective advice and peace of mind.

Modera has maintained a client-first philosophy since its inception in 1983 when its predecessor firm established itself as one of the country’s first fee-only advisory firms. Since then, Modera has grown its geographical footprint while adding depth and breadth to its expertise. Modera has offices up and down the East Coast, spanning from Massachusetts to Florida, and serves clients in cities and states throughout the country. To learn about what makes Modera unique in the financial advisory world, please visit www.moderawealth.com.

Please be advised that Modera Wealth Management, LLC is not responsible for any post here by any third party and do not encourage anyone to post here on its behalf. The opinions and views expressed by those who are not Modera employees do not represent Modera’s views and they do not, and are not intended to, constitute personalized advice on any subject.

Find Modera Wealth Management employees' phone numbers or email addresses

Modera Wealth Management Global Highlights

Location
Employees

North America
226

Minus sign iconPlus sign icon
  • United States Of America
    226

Europe
5

Minus sign iconPlus sign icon
  • Spain
    1
  • Bulgaria
    1
  • Ukraine
    1
  • Georgia
    1
  • Italy
    1

Asia
1

Minus sign iconPlus sign icon
  • Indonesia
    1

Modera Wealth Management's Leadership

Modera Wealth Management Employee Metrics

100%
50%
0%
2024
2023
  • Finance
  • Operations
  • Administrative
  • Human Resources
  • Marketing
  • Other
  • Analytics

Contact profiles from Modera Wealth Management

Name
Title
Contact Info
Location
Last Update

Frequently Asked Questions

What is Modera Wealth Management known for?

Minus sign iconPlus sign icon
Modera Wealth Management was founded in 1983 operates in the Financial Services industry. The company's main headquarters is located in 56 Jefferson Ave Westwood, NJ 07675 US; you can contact the main corporate office by phone at . Explore Modera Wealth Management's company overview page for more information.

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

Minus sign iconPlus sign icon
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?

Minus sign iconPlus sign icon
Modera Wealth Management has approximately 171 employees as of September 2024. These team members are located across 3 continents, including North AmericaEuropeAsia.

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

Minus sign iconPlus sign icon

As of September 2024, Modera Wealth Management's key employees include:

  • Chief People Officer/Chro: L. H. V.
  • Chief Growth Officer: R. M.
  • Chief Client Experience Officer: J. F.
  • Chief Visionary Officer I Wealth Manager I Podcaster: C. P. B.
  • President And Chief Financial Officer: J. M.

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

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.