MODERA WEALTH MANAGEMENT - Key Persons

Aaron Combs

ac..@moderawealth.com

Job Titles:

Member of the Advisory Team
Senior Financial Advisor, Principal

Aaron Mellman

aa..@moderawealth.com

Job Titles:

Senior Planning Associate

Aaron's responsibilities include data analysis, supporting client relationships and assisting wealth managers in developing comprehensive financial plans. What sparked your interest in financial planning? What fuels you every day in your work? What really sparked my interest in financial planning is understanding that people have goals but need help in achieving those goals. What fuels me through every day is being able to help simplify people's lives while also striving to help them achieve their goals. What's the one thing people say you're best at? Research. I love to research and get to the bottom of an issue. Finding out the why of an issue is very important. What's the best career advice you ever got? No matter what your skill level, clear communication is important. What's a destination in the world that you aspire to visit? I'd like to visit Italy. I really would like to try an authentic Italian pizza and experience the Italian culture.

Adam Leone

ad..@moderawealth.com

Job Titles:

Member of the Advisory Team
Member of the Leadership Team
Chief Wealth Management Officer, Wealth Manager & Principal

Adam's main responsibilities include helping clients develop their financial plans, implementing wealth management strategies, and managing clients' investment portfolios.

Adelaide Pickett

Job Titles:

Compliance Manager

Adelaide provides support to the firm's Chief Compliance Officer by conducting testing and analysis of compliance areas required by the Securities and Exchange Commission. What do you enjoy most about working at Modera? Helping our staff with day-to-day compliance requirements while they provide services to clients. When you're not working you're…? Riding a horse or enjoying the sunshine in the yard or at the beach. What's the best career advice you ever got? Smile. Where did you grow up? Where do you live now? I'm a born and raised Floridian and cannot survive in temperatures below 70 degrees.

Alexa Arnold

aa..@moderawealth.com

Job Titles:

Compliance Analyst

Alicia Powers

al..@moderawealth.com

Job Titles:

Senior Client Service Specialist

Alicia is responsible for scheduling and preparing annual reviews for clients, preparing client paperwork, including new account and transfer forms, and acting as a liaison between the firm's wealth management team and the custodians' client service departments

Alishia DuBois

al..@moderawealth.com

Job Titles:

Senior Planning Associate

Alishia's responsibilities include data analysis, supporting client relationships and assisting wealth managers in developing comprehensive financial plans.

Aminah Miller

am..@moderawealth.com

Job Titles:

Client Operations Associate

Amy Lowder

am..@moderawealth.com

Job Titles:

Marketing Associate

Andrea Fitzgerald

an..@moderawealth.com

Job Titles:

Client Service Specialist

Andrea works closely with the wealth managers to create and update client financial plans. She also assists onboarding, account integration, reporting, trading as well as general administrative support.

Andrew J. Walker

Job Titles:

Financial Advisor
Member of the Advisory Team

Andrew's role involves working with clients to formulate planning goals, developing and implementing wealth management strategies and monitoring clients' progress in working towards their financial and investment goals.

Andrew Small

as..@moderawealth.com

Job Titles:

Member of the Advisory Team
Tax Manager

Anna Lui

Job Titles:

Member of the Leadership Team
Advisory Team
Director of Growth Initiatives, Principal

Ashley Gragtmans

ag..@moderawealth.com

Job Titles:

Member of the Advisory Team
Senior Financial Advisor, Principal

Ashley Santos

as..@moderawealth.com

Job Titles:

Senior Client Service Specialist

Ashley is responsible for scheduling and preparing annual reviews for clients, preparing client paperwork, including new account and transfer forms, and acting as a liaison between the firm's wealth management team and the custodians' client service departments. What do you enjoy most about working at Modera? My colleagues, honestly just amazing people to work with and it really feels like a Modera family. What has been a particularly rewarding moment in your career? One moment that stands out is a client thanking me for all I have done for her when her husband passed away and letting me know she couldn't get through this without me/Modera. It was not just about helping her with all the paperwork but was more fulfilling since it was more on a personal level by just being a listening ear or a person to confide in (again another extension of our Modera family). When you're not working you're…? Spending time with my new baby boy Sean and my family. I am very family oriented! Where did you grow up? Where do you live now? I grew up in Bergenfield, NJ and now live in New Milford, NJ (the next town over from where I grew up).