Modera Wealth Management, LLC

Modera Wealth Management, LLC List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Modera Wealth Management, LLC. You can filter them based on skills, years of employment, job, education, department, and prior employment.

Modera Wealth Management, LLC Salaries. You can even request information on how much does Modera Wealth Management, LLC pay if you want to. Learn about salaries, pros and cons of working for Modera Wealth Management, LLC directly from the past employees.

Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!

22 Modera Wealth Management, LLC employees in database. Find out everything there's to know about Modera Wealth Management, LLC employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

Modera Wealth Management, LLC Employees

Employee
Years
Job
Industry
Billy Maltz Billy Maltz Greater New York City Area Details
Billy Maltz's Modera Wealth Management, LLC Experience January 2015 - January 2015
Job Lafayette College '17
Industry
Experience
Fandl, LLC   May 2015 - Present
Modera Wealth Management, LLC   January 2015 - January 2015
Omega Logistics   June 2014 - August 2014
New York Stock Exchange  July 2014 - July 2014

Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Social Media, English

Education
Lafayette College   2013 — 2017
Economics and Spanish

Lafayette College

Elin Wytrwal Elin Wytrwal Boston, Massachusetts Details
Elin Wytrwal's Modera Wealth Management, LLC Experience June 2013 - April 2014
Job Associate Consultant at Putnam Associates
Industry Management Consulting
Experience
Putnam Associates  July 2014 - Present
Modera Wealth Management, LLC   June 2013 - April 2014
Amgen  June 2012 - August 2012
Bentley University  May 2011 - June 2011

Skills
PowerPoint, Microsoft Excel, SPSS, Bloomberg Software, SAP, FactSet, Crystal Ball, Outlook, Financial Analysis, Time Management

Education
Bentley University   2010 — 2014
Bachelor of Science (B.S.), Economics-Finance, Law Minor, Cum Laude

Juin Chin Juin Chin Greater New York City Area Details
Juin Chin's Modera Wealth Management, LLC Experience May 2013 - Present
Job Senior Investment Analyst at Modera Wealth Management, LLC
Industry Financial Services
Experience
Modera Wealth Management, LLC   May 2013 - Present
AXA Equitable  August 2005 - April 2013
Guggenheim Advisors, LLC.   October 2004 - July 2005
Dover Management, LLC.   June 2004 - September 2004

Education
State University of New York at Stony Brook   2001 — 2005
Bachelor of Science in Business Management, Finance, 3.6

Stuyvesant High School   1997 — 2001
High School, Math and Science

Laurie Kane Burkhardt, CFP® Laurie Kane Burkhardt, CFP® Boston, Massachusetts Details
Laurie Kane Burkhardt, CFP®'s Modera Wealth Management, LLC Experience 2014 - Present
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

Doris Anthony Doris Anthony Greater New York City Area Details
Doris Anthony's Modera Wealth Management, LLC Experience August 2012 - December 2012
Job Medical Coder and Biller
Industry Medical Practice
Experience
JF Medical Collections Consultants   July 2014 - Present
Palisades Rehabilitation Center   2013 - 2014
Modera Wealth Management, LLC   August 2012 - December 2012
Quinn Service Agency   October 2011 - June 2012
CB Richard Ellis  1989 - 1998

Skills
Medical Coding, Healthcare Management, ICD-9-CM, ICD-10, CPT, HIPAA, Medical Records, Medical Transcription, Medical Terminology, Appointment Scheduling, Medical Billing, ICD-9, Spreadsheets, Invoicing, Medisoft, Medicare, Multi-line Phone, Administrative..., Healthcare Industry, Medical Office, Health Insurance, HCPCS, Administrative...

Education
Lincoln Technical Institute-Paramus   2013 — 2013
Certification, Medical Insurance Coding Specialist/Coder, 4.0

Berkeley College-Woodland Park   1984 — 1986
Associate's degree, Business Administration and Management, General

Max Burack Max Burack Greater Boston Area Details
Max Burack's Modera Wealth Management, LLC Experience June 2012 - August 2012
Job Associate, Financial Analyst at Sapient
Industry Financial Services
Experience
Sapient  June 2014 - Present
Grace Bay Resorts, Turks & Caicos, BWI   June 2013 - August 2013
Modera Wealth Management, LLC   June 2012 - August 2012
Athlete Advocates LLC   May 2011 - August 2011

Skills
Finance, Microsoft Excel, Leadership, Budgets, Financial Analysis, Microsoft Office, Communication, Project Coordination, Investments, Financial Markets, Financial Statement..., Portfolio Management, Microsoft Word, PowerPoint

Education
Bentley University   2010 — 2014
Bachelor of Science (B.S.), Finance, General

Royal Holloway, U. of London   2012 — 2012
Business Administration and Management, General

Livingston High School   2006 — 2010
High School Diploma

Kelly (Kelly McCauley, CFP®) Henning, CFP® Kelly (Kelly McCauley, CFP®) Henning, CFP® Greater New York City Area Details
Kelly (Kelly McCauley, CFP®) Henning, CFP®'s Modera Wealth Management, LLC Experience January 2014 - Present
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

Christine C. McGuire Christine C. McGuire Greater New York City Area Details
Christine C. McGuire's Modera Wealth Management, LLC Experience June 2014 - December 2014
Job Licensed Real Estate Salesperson at Halstead Property
Industry Real Estate
Experience
Halstead Property  May 2015 - Present
AIRINC  January 2015 - March 2015
Modera Wealth Management, LLC   June 2014 - December 2014
Preston Todd Advisors  January 2014 - May 2014
Shenorock Shore Club  June 2011 - August 2013

Skills
Microsoft Excel, Microsoft Word, Creative Direction, Teaching, PowerPoint, Microsoft Office, Management, Finance, Budgets, Social Media, Event Planning, Social Networking, Stata, Public Speaking, Facebook, Research, Leadership

Education
Boston College   2011 — 2015
Bachelor's Degree, Major in Economics, Minor in Philosophy

Università Commerciale 'Luigi Bocconi'

Convent of the Sacred Heart, Greenwich   2007 — 2011

Michael J Ceparano Michael J Ceparano Orlando, Florida Area Details
Michael J Ceparano's Modera Wealth Management, LLC Experience July 2014 - March 2015
Job Client Service Associate at Modera Wealth Management, LLC
Industry Sports
Experience
Modera Wealth Management, LLC   July 2014 - March 2015
Joseph Capital Management LLC  May 2012 - July 2014
McPherson's Archery & Outdoor Pro Shop   May 2012 - April 2013
UCF Business Incubator   June 2011 - December 2011
UCF Athletics Association  April 2010 - December 2011

Skills
Sales and Marketing, Business Management, Business Strategy, Team Leadership, Microsoft Office, Innovator, Social Media, Public Speaking, Catering, Event Management, Entrepreneurship, Engineering, Event Planning, Team Building, Management, CRM, Negotiation

Education
University of Central Florida   2009 — 2011
Bachelor of Science (B.S.), Business Management

University of Central Florida - College of Business Administration   2009 — 2011
BS, Business Management

Universidad de Jaén   2011 — 2011
International Business

North Carolina State University   2007 — 2008

Jeanne Owens Jeanne Owens Monroe, New York Details
Jeanne Owens's Modera Wealth Management, LLC Experience January 2014 - Present
Job Operations Manager at Modera Wealth Management, LLC
Industry Financial Services
Experience
Modera Wealth Management, LLC   January 2014 - Present
Modera Wealth Management, LLC   October 2007 - January 2014
Modera Wealth Management, LLC   October 2005 - October 2007

Education
University at Albany, SUNY
Economics

Michael Matteo Michael Matteo Greater New York City Area Details
Michael Matteo's Modera Wealth Management, LLC Experience June 2013 - August 2013
Job Internal Wholesaler AXA US
Industry Financial Services
Experience
AXA US  June 2015 - Present
AXA US  June 2014 - August 2014
Modera Wealth Management, LLC   June 2013 - August 2013
Acosta Sales & Marketing  May 2012 - September 2012
Vector Marketing  April 2011 - December 2011
EXPRESS  May 2011 - August 2011

Skills
Microsoft Excel, Microsoft Word, Teamwork, Microsoft Office, Customer Service, Financial Analysis, PowerPoint, Research, Public Speaking, Social Media, Project Planning, Accounting, Experience Working with..., Group Work, English, Morningstar, Bloomberg Terminal, Finance, Sales, Time Management, Leadership, Management

Education
Rowan University   2011 — 2015
Bachelor's degree, Finance and Accounting

Northern Valley Old Tappan Highschool   2007 — 2011
High School diploma

Tiffani L. Childs, CFP® Tiffani L. Childs, CFP® Greater New York City Area Details
Tiffani L. Childs, CFP®'s Modera Wealth Management, LLC Experience January 2015 - September 2015
Job Manager Franchise Engagement & Recruiting
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   September 2015 - Present
Modera Wealth Management, LLC   January 2015 - September 2015
Creative Financial Group of NJ  July 2014 - January 2015
The Guardian Life Insurance Company of America  July 2012 - July 2014
Ameriprise Financial  January 2011 - July 2012
Ameriprise Financial  April 2009 - January 2011
Ameriprise Financial  October 2006 - April 2009
Ameriprise Financial Services, Inc.   September 2004 - October 2006

Skills
Strategic Financial..., Financial Planning, Retirement Planning, Series 7, Investments, Financial Advisory, Coaching, Insurance, Financial Services, Leadership, Marketing, Finance, Uniform Combined State..., Sales, Wealth Management, Strategic Planning, Mutual Funds, Retirement, Staff Development, 401k, Series 63, Fixed Annuities, Morningstar, Analysis, Employee Benefits, CRM, Securities, Life Insurance, Content Development, Training & Development, Case Analysis, Salesforce.com, Staff Training, Investment Advisory, Investment Strategies, Estate Planning, Management, Asset Management, Disability Insurance, Recruiting, Leadership Development

Education
Minnesota State University, Mankato   2008 — 2009
Financial Planning Certificate

Minnesota State University, Mankato   2000 — 2004
BS, Mass Communications Public Relations

Maple Grove Senior High   1996 — 2000
General

Daniel Chun Daniel Chun Washington D.C. Metro Area Details
Daniel Chun's Modera Wealth Management, LLC Experience 2013 - 2013
Job Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley  2014 - Present
Modera Wealth Management, LLC   2013 - 2013
United States Naval Academy  May 2012 - August 2012

Education
Amherst College   2010 — 2014
Bachelor of Arts (B.A.), European History

Fullbridge Program   2013 — 2013

Luke Hickox Luke Hickox Boonton, New Jersey Details
Luke Hickox's Modera Wealth Management, LLC Experience July 2014 - August 2014
Job Equity Research Intern at Piper Jaffray
Industry Financial Services
Experience
Piper Jaffray  June 2015 - August 2015
Modera Wealth Management, LLC   July 2014 - August 2014
Trinity College - Hartford  August 2013 - May 2014
Spyglass Capital Management, LP   July 2013 - August 2013
Gateway to the Arts  July 2012 - August 2012
Mountain Lakes Recreation Camp   July 2011 - July 2011

Skills
Microsoft Excel, Microsoft Word, Leadership, Stocks, Stock Market, Investments, Public Speaking, Research, PowerPoint, Writing

Education
Trinity College-Hartford   2012 — 2016
Bachelor's Degree, Economics/Mathematics, 3.826

UCL   2014 — 2014
Semester Abroad, Economics

Mountain Lakes High School   2008 — 2012
4.498

Rebecca Martz Rebecca Martz Greater Boston Area Details
Rebecca Martz's Modera Wealth Management, LLC Experience January 2014 - Present
Job Technology Manager at Modera Wealth Management, LLC
Industry Financial Services
Experience
Modera Wealth Management, LLC   January 2014 - Present
Modera Wealth Management (formerly Back Bay Financial Group)   January 2010 - December 2013
Back Bay Financial Group   January 2007 - December 2010
2005-2007  January 2004 - December 2006
Back Bay Financial Group   January 2001 - January 2004
Online Environs, Inc   January 2000 - January 2001

Skills
Troubleshooting, Network Administration, Writing, Microsoft Excel, Application Support, Process Improvement, Microsoft Dynamics, training, Worldox Administration, Microsoft Dynamics..., SQL, Project Management

Education
Endicott College   2012 — 2013
MSIT, Infomation Technology

Bunker Hill Community College   2002 — 2004

Carleton College   1993 — 1997
BA, French Literature

John J. Ceparano John J. Ceparano Ocala, Florida Area Details
John J. Ceparano's Modera Wealth Management, LLC Experience July 2014 - Present
Job Principal and Wealth Manager at Modera Wealth Management, LLC
Industry Financial Services
Experience
Modera Wealth Management, LLC   July 2014 - Present
Joseph Capital Management, LLC  2001 - June 2014
Modera Wealth Management, LLC   2014 - 2014
Joseph and Company, CPA's   2000 - 2007
PricewaterhouseCoopers  August 1985 - June 1990

Skills
Retirement Planning, Investment Advisory, Asset Allocation, High Net Worth..., Wealth Management, Estate Planning, Portfolio Management, 401k, Financial Planning, Entrepreneur, Tax Efficient Investing, Business Succession..., Tax Planning, Creating Peace of Mind..., Financial Advisory, Investments, Wealth, Tax

Education
Florida Atlantic University   2003 — 2005
Masters In Taxation, Taxation

St. John's University, New York City   1981 — 1985
B.S., Accounting /Econoimics and Finance

Sally Long Sally Long Ocala, Florida Area Details
Sally Long's Modera Wealth Management, LLC Experience July 2014 - Present
Job Principal and Wealth Manager at Modera Wealth Management, LLC
Industry Investment Management
Experience
Modera Wealth Management, LLC   July 2014 - Present
Joseph Capital Management LLC  October 2008 - June 2014
SunTrust Bank  1996 - 2008

Education
University of South Florida - College of Business Administration   1981 — 1985
B.S., Finance & Management

Bishop Verot High   1977 — 1981

Kevin P. Sweeney, CFP® Kevin P. Sweeney, CFP® Greater Boston Area Details
Kevin P. Sweeney, CFP®'s Modera Wealth Management, LLC Experience July 2013 - Present
Job Wealth Manager, Chief Compliance Officer and Chief Operating Officer at Modera Wealth Management, LLC
Industry Financial Services
Experience
Modera Wealth Management, LLC   July 2013 - Present
Modera Wealth Management, LLC   January 2011 - June 2012
Back Bay Financial Group, Inc.   December 2007 - December 2010

Education
Cornell Law School   1983 — 1986
J.D., cum laude, Law

University of Notre Dame   1979 — 1983
B.A., magna cum laude, Government