Teams at Modera Wealth Management

Develop comprehensive financial plans covering cash flow, tax, investments, retirement, estate planning, executive compensation, and risk management. Build and maintain strong client relationships, lead review meetings, explain planning scenarios, and update strategies after major life events. Collaborate with investment specialists, manage portfolio rebalancing and tax-loss harvesting, and support organic growth through referrals and business development.

Supports Modera Wealth Management’s inorganic growth strategy by evaluating acquisitions, partnerships, and strategic opportunities. Responsibilities include financial modeling, valuation, due diligence coordination, transaction execution, executive presentations, pipeline reporting, sourcing support, and integration planning. The associate synthesizes quantitative and qualitative findings into recommendations for leadership, manages transaction timelines, and improves corporate development processes and tools.

Support lead advisors with client onboarding, meeting preparation, Investment Policy Statements, asset allocation reports, and client communications. Assist in developing and implementing comprehensive financial plans (investments, tax, retirement, estate, risk, cash flow). Prepare for FINRA Series 65; occasional travel may be required.