Modera Wealth Management
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Modera Wealth Management Employees
Employee
Years
Job
Industry
Victoria Marrone, M.B.A., Ph.D. Victoria Marrone, M.B.A., Ph.D.'s Modera Wealth Management Experience April 2011 - April 2012
Job President and CEO at ColumbiaGreene Federal Credit Union
Industry Executive Office
Experience
Columbia-Greene Federal Credit Union September 2013 - Present
Self-employed April 2012 - September 2013
Modera Wealth Management April 2011 - April 2012
University at Albany August 2010 - January 2011
Integrity Financial Planners & Integrity Institutional Services - subsidiaries of Chetco FCU August 2003 - December 2009
Central Hudson Employees Federal Credit Union December 1993 - July 2007
Chetco Federal Credit Union August 2003 - October 2005
Summary - August 1998 through Ph.D. Completion August 1998 - August 2005
Paragon Federal Credit Union January 1987 - May 1993
Skills
Operational Efficiency, Innovative Problem..., Collaborative Solutions, Strategic Planning, Problem Solving, Efficiency Improvement, Business Planning, Change Management, Research, Strategy Development, Report Writing, Start-ups, Business Analysis, Business Management, Process Improvement, Management, Strategy, Performance Improvement, Program Management, Investment Management, Budgets, Leadership, Financial Services, Finance, Mergers & Acquisitions, Team Building, Investments, Executive Management
Education
Rockefeller College of Public Affairs & Policy 1998 — 2005
Ph.D., Public Administration - Organizational Behavior and Theory
University at Albany
MBA, Finance
University at Albany
Bachelor of Science, Economics
Ridgewood High School
High School diploma
George School
Transferred to Ridgewood High School
Columbia-Greene Federal Credit Union September 2013 - Present
Self-employed April 2012 - September 2013
Modera Wealth Management April 2011 - April 2012
University at Albany August 2010 - January 2011
Integrity Financial Planners & Integrity Institutional Services - subsidiaries of Chetco FCU August 2003 - December 2009
Central Hudson Employees Federal Credit Union December 1993 - July 2007
Chetco Federal Credit Union August 2003 - October 2005
Summary - August 1998 through Ph.D. Completion August 1998 - August 2005
Paragon Federal Credit Union January 1987 - May 1993
Skills
Operational Efficiency, Innovative Problem..., Collaborative Solutions, Strategic Planning, Problem Solving, Efficiency Improvement, Business Planning, Change Management, Research, Strategy Development, Report Writing, Start-ups, Business Analysis, Business Management, Process Improvement, Management, Strategy, Performance Improvement, Program Management, Investment Management, Budgets, Leadership, Financial Services, Finance, Mergers & Acquisitions, Team Building, Investments, Executive Management
Education
Rockefeller College of Public Affairs & Policy 1998 — 2005
Ph.D., Public Administration - Organizational Behavior and Theory
University at Albany
MBA, Finance
University at Albany
Bachelor of Science, Economics
Ridgewood High School
High School diploma
George School
Transferred to Ridgewood High School
Annrose Isaac Annrose Isaac's Modera Wealth Management Experience May 2008 - April 2015
Job CPA, CFP, MBA
Industry Financial Services
Experience
Modera Wealth Management May 2008 - April 2015
EZKR, LLP November 2007 - April 2008
Ernst & Young October 2004 - June 2007
McBee Associates, Inc. June 1999 - August 2002
Skills
CPA, CFP, Taxations, Investments, Retirement Planning, Estate Planning, Property & Casualty..., Life Insurance, Disability Insurance, Umbrella Insurance, Long Term Care Insurance, Employee Benefits, High Net Worth..., Strategic Financial..., Certified Financial..., Alternative Investments
Education
Baruch College, City University of New York (CUNY) 2002 — 2004
Master of Business Administration (M.B.A.), Accounting
Barnard College, Columbia University 1995 — 1999
Bachelor of Arts (B.A.), Economics
Modera Wealth Management May 2008 - April 2015
EZKR, LLP November 2007 - April 2008
Ernst & Young October 2004 - June 2007
McBee Associates, Inc. June 1999 - August 2002
Skills
CPA, CFP, Taxations, Investments, Retirement Planning, Estate Planning, Property & Casualty..., Life Insurance, Disability Insurance, Umbrella Insurance, Long Term Care Insurance, Employee Benefits, High Net Worth..., Strategic Financial..., Certified Financial..., Alternative Investments
Education
Baruch College, City University of New York (CUNY) 2002 — 2004
Master of Business Administration (M.B.A.), Accounting
Barnard College, Columbia University 1995 — 1999
Bachelor of Arts (B.A.), Economics
Patrick Chase, PMP, CIPM Patrick Chase, PMP, CIPM's Modera Wealth Management Experience April 2010 - May 2012
Job Director of Technology and Performance Monitoring at Fiduciary Investment Advisors, LLC
Industry Financial Services
Experience
Fiduciary Investment Advisors, LLC December 2014 - Present
Fiduciary Investment Advisors, LLC January 2014 - December 2014
SS&C Technologies June 2012 - December 2013
Modera Wealth Management April 2010 - May 2012
The Mason Companies August 2003 - May 2010
The Mason Companies May 2001 - May 2005
The Mason Companies May 2000 - May 2001
Skills
Process Improvement, Investments, Business Process..., Data Analysis, Wealth Management, Asset Management, Project Management, Automation, Investment Management, Financial Services, Business Analysis, Analysis, Asset Managment, Asset Allocation
Education
Virginia Polytechnic Institute and State University - Pamplin College of Business 2005 — 2008
MBA, Information Systems
Strayer University-Maryland 2001 — 2003
Associates, Database Technology, Magna Cum Laude
Frostburg State University 1995 — 2000
BS, Business Administration
Fiduciary Investment Advisors, LLC December 2014 - Present
Fiduciary Investment Advisors, LLC January 2014 - December 2014
SS&C Technologies June 2012 - December 2013
Modera Wealth Management April 2010 - May 2012
The Mason Companies August 2003 - May 2010
The Mason Companies May 2001 - May 2005
The Mason Companies May 2000 - May 2001
Skills
Process Improvement, Investments, Business Process..., Data Analysis, Wealth Management, Asset Management, Project Management, Automation, Investment Management, Financial Services, Business Analysis, Analysis, Asset Managment, Asset Allocation
Education
Virginia Polytechnic Institute and State University - Pamplin College of Business 2005 — 2008
MBA, Information Systems
Strayer University-Maryland 2001 — 2003
Associates, Database Technology, Magna Cum Laude
Frostburg State University 1995 — 2000
BS, Business Administration
Laurie Kane Burkhardt, CFP® Laurie Kane Burkhardt, CFP®'s Modera Wealth Management Experience 2012 - 2014
Job Wealth Manager at Modera Wealth Management, LLC
Industry Financial Services
Experience
Modera Wealth Management, LLC 2014 - Present
Modera Wealth Management 2012 - 2014
LPL Financial 2011 - 2012
Rockland Trust Company 2010 - 2011
Baystate Financial Services 2006 - 2010
MetLife 1999 - 2004
MetLife 1992 - 1999
New England Financial 1980 - 1992
Education
Harvard University
BA
Boston University Graduate School of Management
MBA
Modera Wealth Management, LLC 2014 - Present
Modera Wealth Management 2012 - 2014
LPL Financial 2011 - 2012
Rockland Trust Company 2010 - 2011
Baystate Financial Services 2006 - 2010
MetLife 1999 - 2004
MetLife 1992 - 1999
New England Financial 1980 - 1992
Education
Harvard University
BA
Boston University Graduate School of Management
MBA
John Murphy-Kennelly John Murphy-Kennelly's Modera Wealth Management Experience June 2012 - August 2012
Job Analyst at Portfolio Advisors, LLC
Industry Financial Services
Experience
Portfolio Advisors, LLC October 2013 - Present
Modera Wealth Management June 2012 - August 2012
Modera Wealth Management June 2011 - August 2011
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Adobe Acrobat, Worldox, Sales Logix, Conversational Spanish, Leadership, Dependable Team Player, Spanish, Access, Economics, Teamwork, Microsoft Office, Social Networking, Public Speaking, Financial Analysis, Social Media, Creative Problem Solving, Creativity, Creative Solutions, Data Analysis, Outlook, Time Management
Education
Fairfield University 2009 — 2013
Bachelor of Science (BS), Finance
Universitat Ramon Llull
Portfolio Advisors, LLC October 2013 - Present
Modera Wealth Management June 2012 - August 2012
Modera Wealth Management June 2011 - August 2011
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Adobe Acrobat, Worldox, Sales Logix, Conversational Spanish, Leadership, Dependable Team Player, Spanish, Access, Economics, Teamwork, Microsoft Office, Social Networking, Public Speaking, Financial Analysis, Social Media, Creative Problem Solving, Creativity, Creative Solutions, Data Analysis, Outlook, Time Management
Education
Fairfield University 2009 — 2013
Bachelor of Science (BS), Finance
Universitat Ramon Llull
Laura Beckford's Modera Wealth Management Experience June 2010 - August 2011
Job Associate Interactive Program Manager at SapientNitro
Industry Marketing and Advertising
Experience
SapientNitro May 2015 - Present
SapientNitro July 2014 - May 2015
SapientNitro January 2013 - July 2014
Bantam Cider September 2012 - December 2012
Bantam Cider May 2012 - August 2012
Torch Center January 2012 - May 2012
Nexenture September 2011 - December 2011
Modera Wealth Management June 2010 - August 2011
Suffolk University September 2009 - January 2011
Exploritas, Inc January 2010 - May 2010
Skills
PowerPoint, Microsoft Excel, Multi-cultural Team..., Access, HTML, Information Technology, Data Analysis, Visio, Market Research, Project Management, Marketing, Website QA, Adobe CQ, Burn Reporting, Project Planning, MS Project, Strategic Consulting, Systems Analysis, Contractual Agreements, Project Scope..., Interactive Advertising, Interactive Marketing, Digital Marketing, Program Management, Business Development, Strategy
Education
Babson College - Franklin W. Olin Graduate School of Business 2011 — 2012
MSM, Global Entrepreneurship
Zhejiang University 2011 — 2012
MSM, Global Entrepreneurship
Ecole de Management de Lyon / EM Lyon 2011 — 2011
MSM, Global Entrepreneurship
Suffolk University - Sawyer Business School 2007 — 2011
BSBA, Information Systems, Finance
SapientNitro May 2015 - Present
SapientNitro July 2014 - May 2015
SapientNitro January 2013 - July 2014
Bantam Cider September 2012 - December 2012
Bantam Cider May 2012 - August 2012
Torch Center January 2012 - May 2012
Nexenture September 2011 - December 2011
Modera Wealth Management June 2010 - August 2011
Suffolk University September 2009 - January 2011
Exploritas, Inc January 2010 - May 2010
Skills
PowerPoint, Microsoft Excel, Multi-cultural Team..., Access, HTML, Information Technology, Data Analysis, Visio, Market Research, Project Management, Marketing, Website QA, Adobe CQ, Burn Reporting, Project Planning, MS Project, Strategic Consulting, Systems Analysis, Contractual Agreements, Project Scope..., Interactive Advertising, Interactive Marketing, Digital Marketing, Program Management, Business Development, Strategy
Education
Babson College - Franklin W. Olin Graduate School of Business 2011 — 2012
MSM, Global Entrepreneurship
Zhejiang University 2011 — 2012
MSM, Global Entrepreneurship
Ecole de Management de Lyon / EM Lyon 2011 — 2011
MSM, Global Entrepreneurship
Suffolk University - Sawyer Business School 2007 — 2011
BSBA, Information Systems, Finance
Peter Godino, CFP® Peter Godino, CFP®'s Modera Wealth Management Experience August 2011 - Present
Job CFP® professional at Modera Wealth Management
Industry Financial Services
Experience
Modera Wealth Management August 2011 - Present
Morgan Stanley Smith Barney November 2009 - July 2011
Bainco International Investors January 2008 - April 2009
J.P. King & Associates, Inc May 2002 - December 2007
Ameriprise Financial Services, Inc. November 1997 - April 2002
Brown Brothers Harriman January 1992 - September 1997
Education
University of California, Berkeley 2002 — 2003
Certificate program, Personal Financial Planning
Boston College 1989 — 1994
BA, Political Science
Boston Latin School 1979 — 1986
Diploma, College Prep
Modera Wealth Management August 2011 - Present
Morgan Stanley Smith Barney November 2009 - July 2011
Bainco International Investors January 2008 - April 2009
J.P. King & Associates, Inc May 2002 - December 2007
Ameriprise Financial Services, Inc. November 1997 - April 2002
Brown Brothers Harriman January 1992 - September 1997
Education
University of California, Berkeley 2002 — 2003
Certificate program, Personal Financial Planning
Boston College 1989 — 1994
BA, Political Science
Boston Latin School 1979 — 1986
Diploma, College Prep
Bill Houck, CFP®, ChFC® Bill Houck, CFP®, ChFC®'s Modera Wealth Management Experience March 2008 - Present
Job Wealth Manager with Modera Wealth Management
Industry Financial Services
Experience
Modera Wealth Management March 2008 - Present
UBS 2006 - 2008
The Vanguard Group 1998 - 2006
Education
University of Delaware - Lerner College of Business and Economics 1994 — 1998
BA, Marketing, Economics
Modera Wealth Management March 2008 - Present
UBS 2006 - 2008
The Vanguard Group 1998 - 2006
Education
University of Delaware - Lerner College of Business and Economics 1994 — 1998
BA, Marketing, Economics
Kelly (Kelly McCauley, CFP®) Henning, CFP® Kelly (Kelly McCauley, CFP®) Henning, CFP®'s Modera Wealth Management Experience March 2011 - December 2013
Job Financial Advisor at Modera Wealth Management, LLC
Industry Financial Services
Experience
Modera Wealth Management, LLC January 2014 - Present
Modera Wealth Management March 2011 - December 2013
NAPFA Genesis January 2011 - July 2011
Modera Wealth Management June 2009 - March 2011
Skills
Financial Analysis, Wealth Management..., High Net Worth..., Certified Financial..., Risk Management
Education
Lafayette College 2005 — 2009
BA Economics and Business, Economics, History
National University of Ireland, Galway 2008 — 2008
BA Economics, Economics and History
Modera Wealth Management, LLC January 2014 - Present
Modera Wealth Management March 2011 - December 2013
NAPFA Genesis January 2011 - July 2011
Modera Wealth Management June 2009 - March 2011
Skills
Financial Analysis, Wealth Management..., High Net Worth..., Certified Financial..., Risk Management
Education
Lafayette College 2005 — 2009
BA Economics and Business, Economics, History
National University of Ireland, Galway 2008 — 2008
BA Economics, Economics and History
Kenneth Borecki, CPA, CFA, CAIA Kenneth Borecki, CPA, CFA, CAIA's Modera Wealth Management Experience 2004 - 2010
Job Senior Finance and Investment Professional with broad expertise in Alternative Investments and Real Estate
Industry Investment Management
Experience
The First Congregational Church of Darien 2010 - Present
Middlesex Middle School 2013 - 2013
Modera Wealth Management 2004 - 2010
Deutsche Bank 1993 - 2004
New York University 1993 - 1995
Real Estate Securities Research 1993 - 1995
Dime Savings Bank 1989 - 1992
Skills
Alternative Investments, Portfolio Management, Asset Management, Investment Management, Investments, Due Diligence, Hedge Funds, Valuation, Asset Allocation, Private Equity, Financial Analysis, Fund Of Funds, Financial Reporting, Partnership Taxation, Real Estate, Managed Futures, Manager of Managers, Management, Manager Selection, Venture Capital, Negotiation, Investment Research, REO, Energy, Loan Work-outs, Special Servicing, Asset Dispositions, Leadership, Capital, Accounting, Mutual Funds, ERISA, Start-ups, Restructuring, Strategy, Finance, Wealth Management, Strategic Financial..., High Net Worth..., Investment Strategies
Education
LIU Post
M.S. & B.S., Accounting & Finance
The First Congregational Church of Darien 2010 - Present
Middlesex Middle School 2013 - 2013
Modera Wealth Management 2004 - 2010
Deutsche Bank 1993 - 2004
New York University 1993 - 1995
Real Estate Securities Research 1993 - 1995
Dime Savings Bank 1989 - 1992
Skills
Alternative Investments, Portfolio Management, Asset Management, Investment Management, Investments, Due Diligence, Hedge Funds, Valuation, Asset Allocation, Private Equity, Financial Analysis, Fund Of Funds, Financial Reporting, Partnership Taxation, Real Estate, Managed Futures, Manager of Managers, Management, Manager Selection, Venture Capital, Negotiation, Investment Research, REO, Energy, Loan Work-outs, Special Servicing, Asset Dispositions, Leadership, Capital, Accounting, Mutual Funds, ERISA, Start-ups, Restructuring, Strategy, Finance, Wealth Management, Strategic Financial..., High Net Worth..., Investment Strategies
Education
LIU Post
M.S. & B.S., Accounting & Finance
Molly Reinfried, CFP® Molly Reinfried, CFP®'s Modera Wealth Management Experience August 2012 - July 2014
Job Relationship Manager at H.M. Payson & Co
Industry Investment Management
Experience
HM Payson & Co July 2014 - Present
Modera Wealth Management August 2012 - July 2014
Modera Wealth Management June 2010 - July 2012
Providence College Athletic Department October 2007 - May 2010
OPPENHEIMER & CO. INC September 2009 - December 2009
Urmston Forshee Plain & Amelio CPAs PLLC May 2007 - August 2008
Education
Boston University 2011 — 2012
Financial Planning Program
Providence College 2006 — 2010
Bachelor of Science, Business Administration; Finance
HM Payson & Co July 2014 - Present
Modera Wealth Management August 2012 - July 2014
Modera Wealth Management June 2010 - July 2012
Providence College Athletic Department October 2007 - May 2010
OPPENHEIMER & CO. INC September 2009 - December 2009
Urmston Forshee Plain & Amelio CPAs PLLC May 2007 - August 2008
Education
Boston University 2011 — 2012
Financial Planning Program
Providence College 2006 — 2010
Bachelor of Science, Business Administration; Finance
Miles Doherty, CPA Miles Doherty, CPA's Modera Wealth Management Experience 2012 - 2013
Job Experienced COO | CFO | CCO | CPA | Investment Management, RIA
Industry Investment Management
Experience
Experienced COO/CFO/CPA August 2013 - Present
Modera Wealth Management 2012 - 2013
Summit Rock Advisors 2007 - 2011
JP Morgan Incubator Strategies Group 2002 - 2007
Morgan Stanley Dean Witter 1997 - 2002
MorganStanley Dean Witter 1996 - 1997
Swiss Bank Corporation 1995 - 1996
PwC 1986 - 1995
Skills
CPA, Risk Management, Infrastructure, Hedge Funds, Alternative Investments, Operational Due..., Fund Of Funds, Asset Management, Compliance, Operational Risk, Due Diligence, Financial Modeling, Mutual Funds, Equities
Education
State University of New York College at Brockport 1981 — 1985
BS, Accounting, Marketing
Experienced COO/CFO/CPA August 2013 - Present
Modera Wealth Management 2012 - 2013
Summit Rock Advisors 2007 - 2011
JP Morgan Incubator Strategies Group 2002 - 2007
Morgan Stanley Dean Witter 1997 - 2002
MorganStanley Dean Witter 1996 - 1997
Swiss Bank Corporation 1995 - 1996
PwC 1986 - 1995
Skills
CPA, Risk Management, Infrastructure, Hedge Funds, Alternative Investments, Operational Due..., Fund Of Funds, Asset Management, Compliance, Operational Risk, Due Diligence, Financial Modeling, Mutual Funds, Equities
Education
State University of New York College at Brockport 1981 — 1985
BS, Accounting, Marketing
Michael Sabatino, CFP® Michael Sabatino, CFP®'s Modera Wealth Management Experience April 2009 - September 2009
Job Financial Wellness in the Workplace at McGrawHill Education (@LFAMike)
Industry Financial Services
Experience
Raymond James & Associates March 2010 - February 2011
Modera Wealth Management April 2009 - September 2009
Citi Smith Barney January 1996 - March 2008
Education
Certified Financial Planner Board of Standards, Inc. 2008 — 2009
University of Richmond 1989 — 1993
Bachelor of Arts, History
The Pingry School
Raymond James & Associates March 2010 - February 2011
Modera Wealth Management April 2009 - September 2009
Citi Smith Barney January 1996 - March 2008
Education
Certified Financial Planner Board of Standards, Inc. 2008 — 2009
University of Richmond 1989 — 1993
Bachelor of Arts, History
The Pingry School
Beth Krugman's Modera Wealth Management Experience 2008 - Present
Job Independent Writing and Editing Professional
Industry Writing and Editing
Experience
Modera Wealth Management 2008 - Present
PricewaterhouseCoopers 1993 - 1996
Education
Mount Holyoke College 1960 — 1964
Modera Wealth Management 2008 - Present
PricewaterhouseCoopers 1993 - 1996
Education
Mount Holyoke College 1960 — 1964
Merrill Martin's Modera Wealth Management Experience September 2005 - October 2007
Job COO / Business Development Third Party Distribution at Credit Suisse
Industry Financial Services
Experience
Credit Suisse October 2014 - Present
Credit Suisse September 2010 - May 2013
INVESCO October 2007 - August 2010
Modera Wealth Management September 2005 - October 2007
Skills
Bloomberg, Equities, Alternative Investments, Asset Allocation, Financial Modeling, Portfolio Management, Hedge Funds, Investments, Asset Managment, Trading Systems, Derivatives, Fixed Income, Investment Banking, Asset Management, Valuation, Capital Markets, Structured Products
Education
Seton Hall University 2002 — 2006
Bachelors of Science in Business Administration, Major in Finance, Marketing, Summa Cum Laude
Credit Suisse October 2014 - Present
Credit Suisse September 2010 - May 2013
INVESCO October 2007 - August 2010
Modera Wealth Management September 2005 - October 2007
Skills
Bloomberg, Equities, Alternative Investments, Asset Allocation, Financial Modeling, Portfolio Management, Hedge Funds, Investments, Asset Managment, Trading Systems, Derivatives, Fixed Income, Investment Banking, Asset Management, Valuation, Capital Markets, Structured Products
Education
Seton Hall University 2002 — 2006
Bachelors of Science in Business Administration, Major in Finance, Marketing, Summa Cum Laude
Adam Leone's Modera Wealth Management Experience March 2006 - Present
Job Wealth Manager at Modera Wealth Management
Industry Financial Services
Experience
Modera Wealth Management March 2006 - Present
IBM Business Consulting Services 2001 - 2006
IBM Global Business Services 2000 - 2006
PriceWaterhouseCoopers 2000 - 2001
Skills
Asset Allocation, Wealth Management, Investment Management, Investments, Portfolio Management, Strategic Financial..., Asset Managment, Investment Strategies, Retirement Planning, Risk Management, Estate Planning, Financial Planners
Education
North Carolina State University - College of Management 1996 — 2000
Bachelor of Science (B.S.), Business/Finance
Modera Wealth Management March 2006 - Present
IBM Business Consulting Services 2001 - 2006
IBM Global Business Services 2000 - 2006
PriceWaterhouseCoopers 2000 - 2001
Skills
Asset Allocation, Wealth Management, Investment Management, Investments, Portfolio Management, Strategic Financial..., Asset Managment, Investment Strategies, Retirement Planning, Risk Management, Estate Planning, Financial Planners
Education
North Carolina State University - College of Management 1996 — 2000
Bachelor of Science (B.S.), Business/Finance
Chuck Roberson's Modera Wealth Management Experience May 2006 - Present
Job Wealth Manager at Modera Wealth Management
Industry Financial Services
Experience
Modera Wealth Management May 2006 - Present
FPA of New Jersey January 2008 - March 2014
Lee-Nolan Associates January 2001 - May 2006
Heritage Financial Group January 1988 - December 2000
Education
University of Delaware 1979 — 1983
BS, Business
Modera Wealth Management May 2006 - Present
FPA of New Jersey January 2008 - March 2014
Lee-Nolan Associates January 2001 - May 2006
Heritage Financial Group January 1988 - December 2000
Education
University of Delaware 1979 — 1983
BS, Business
Mandy Magee's Modera Wealth Management Experience January 2011 - April 2012
Job Registered Paraplanner, Client Service Specialist at Financially in Tune & Resolute Financial
Industry Financial Services
Experience
Financially in Tune 2012 - Present
Resolute Financial 2012 - Present
Modera Wealth Management January 2011 - April 2012
Back Bay Financial Group January 2007 - December 2010
Back Bay Financial Group 2005 - 2007
State Street February 2003 - December 2004
Worcester Art Museum 2002 - 2002
Skills
Investments, Financial Advisory, Financial Analysis, Estate Planning, Client Services, Wealth Management, Asset Allocation, Asset Management, Portfolio Management, Retirement, Strategic Financial..., Investment Advisory, Investment Management, Microsoft Excel
Education
Keene State College 1998 — 2002
Bachelor of Arts, Art History
Financially in Tune 2012 - Present
Resolute Financial 2012 - Present
Modera Wealth Management January 2011 - April 2012
Back Bay Financial Group January 2007 - December 2010
Back Bay Financial Group 2005 - 2007
State Street February 2003 - December 2004
Worcester Art Museum 2002 - 2002
Skills
Investments, Financial Advisory, Financial Analysis, Estate Planning, Client Services, Wealth Management, Asset Allocation, Asset Management, Portfolio Management, Retirement, Strategic Financial..., Investment Advisory, Investment Management, Microsoft Excel
Education
Keene State College 1998 — 2002
Bachelor of Arts, Art History
Jennifer Faherty, CFP®, Certified Coach's Modera Wealth Management Experience January 2009 - October 2012
Job Financial Planner at Clarity Investments + Planning LLC
Industry Professional Training & Coaching
Experience
Clarity Investments + Planning LLC December 2014 - Present
jenniferfaherty.com October 2012 - Present
Modera Wealth Management January 2009 - October 2012
Scipione Capital Management December 2005 - September 2008
Greenwich Academy June 2000 - June 2001
Spence School September 1993 - June 1999
Education
Dartmouth College 1988 — 1992
Bachelor of Arts (B.A.)
Columbia University 1995 — 1997
Master of Arts (M.A.)
Martha Beck Institute
Certification in Coaching
Cranbrook Academy
Clarity Investments + Planning LLC December 2014 - Present
jenniferfaherty.com October 2012 - Present
Modera Wealth Management January 2009 - October 2012
Scipione Capital Management December 2005 - September 2008
Greenwich Academy June 2000 - June 2001
Spence School September 1993 - June 1999
Education
Dartmouth College 1988 — 1992
Bachelor of Arts (B.A.)
Columbia University 1995 — 1997
Master of Arts (M.A.)
Martha Beck Institute
Certification in Coaching
Cranbrook Academy
Robert Dowling's Modera Wealth Management Experience January 2009 - Present
Job Wealth Manager at Modera Wealth Management
Industry Financial Services
Experience
Modera Wealth Management January 2009 - Present
GunnAllen Financial March 2005 - December 2008
Skills
Wealth Management, Strategic Financial..., Portfolio Management, Wealth, Financial Advisory, Management, Finance, Asset Allocation, Alternative Investments, Retirement Planning, Mutual Funds, Asset Management, Investment Strategies, Investments, Estate Planning, Investment Management, Wealth Management..., Retirement
Education
New York University 2005 — 2006
Certificate of Financial Planning
Cannes-Université 1995 — 1996
SUNY 1989 — 1993
Modera Wealth Management January 2009 - Present
GunnAllen Financial March 2005 - December 2008
Skills
Wealth Management, Strategic Financial..., Portfolio Management, Wealth, Financial Advisory, Management, Finance, Asset Allocation, Alternative Investments, Retirement Planning, Mutual Funds, Asset Management, Investment Strategies, Investments, Estate Planning, Investment Management, Wealth Management..., Retirement
Education
New York University 2005 — 2006
Certificate of Financial Planning
Cannes-Université 1995 — 1996
SUNY 1989 — 1993
Kate Guider's Modera Wealth Management Experience January 2015 - Present
Job Operations Associate at Modera Wealth Management
Industry Financial Services
Experience
Modera Wealth Management January 2015 - Present
Education
University of Delaware
Modera Wealth Management January 2015 - Present
Education
University of Delaware