Modera Wealth Management LLC

Modera Wealth Management LLC, founded in 2010, is a Delaware-based limited liability company, approved by the U.S. Securities and Exchange Commission, that employs 69 individuals and serves a small but elite group of 16 clients. With 39 of its employees in advisory roles, the firm focuses on providing top-notch financial advice and service to its clients.

• ADAM JOSEPH LEONE

  ELECTED MANAGER owns less than 5%

• GEORGE THOMAS PADULA

  ELECTED MANAGER owns less than 5%

• JOHN JOSEPH CEPARANO

  ELECTED MANAGER owns less than 5%

• MARK ANTHONY WILLOUGHBY

  CHIEF OPERATING OFFICER owns less than 5%

• MODERA CAPITAL, INC.

  MANAGING MEMBER owns 75% or more

• ROBERT DAVID SIEFERT

  ELECTED MANAGER owns less than 5%

• ROBERT SPENCER HOCKETT

  ELECTED MANAGER owns less than 5%

• THERESA APRUZZESE DAYS

  CHIEF COMPLIANCE OFFICER owns less than 5%

• THOMAS ANTHONY ORECCHIO

  ELECTED MANAGER, CHIEF EXECUTIVE OFFICER AND CHIEF FINANCIAL OFFICER owns less than 5%

• THOMAS ANTHONY ORECCHIO

  SHAREHOLDER owns more than 50% but less than 75%

• NATIONAL ADVISORS TRUST COMPANY, FSB
  United States

• Fortis Group Advisors LLC

• Investing in Q4 2022: A Look at Modera Wealth Management's 13F Holdings

• ISHARES $114,134k
• ISHARES INC CORE MSCI EMKT $46,590k
• ISHARES TR CORE S&P MCP ETF $44,168k
• ISHARES TR JPMORGAN USD EMG $40,186k
• ISHARES $31,098k
• VANGUARD INDEX FDS VALUE ETF $27,425k
• VANGUARD MALVERN FDS $25,329k
• VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF $18,157k
• VANGUARD INDEX FDS SM CP VAL ETF $17,443k
• ISHARES TR RUS 1000 ETF $15,678k