Modera Hosts Educational Luncheon for its Scholarship Recipients

Modera Wealth Management, LLC, a Westwood firm with a national presence, joined local businesses this summer in awarding graduating high school seniors with scholarships. Modera awarded scholarships to two senior students who have demonstrated a commitment to their communities as evidenced by volunteer work throughout their high school years and an interest in financial services. The candidates were asked to provide a paragraph describing how they fulfill the criteria and were required to be in the top quartile of their class. The scholarship recipients were Christian Essner, who graduated from Pascack Hills High School and will be attending Bentley College, and Juan Cortes, a graduate of North Valley Old Tappan High School who will attend the State University of New York. (Picture: Greg Plechner, Modera principal and wealth manager, Christian Essner, Juan Cortes, and Tiffani Childs, Modera financial advisor).

The students and their parents met with Modera staff members over an educational luncheon this summer to learn more about careers in wealth management and gain an overview on the various paths within financial services. Greg Plechner, principal and wealth manager at Modera, noted, “We hope to be a resource for these bright individuals as they start college and continue to explore a career in financial services.”
With roots going back to 1983, Modera currently employs 43 staff members, including 23 with the CERTIFIED FINANCIAL PLANNER™ certification, three Chartered Financial Analysts, two CPAs, and others with advanced designations. It has office locations in New Jersey, Massachusetts, Florida and Georgia and serves clients throughout the country. Modera established the Modera Charitable Foundation to formalize its commitment to philanthropy and the community. Each year, the firm contributes a percentage of its profits to the Foundation. In addition, a designated Philanthropy Committee spearheads firm-wide charitable endeavors. Recent activities include donating and serving meals to the Bergen County Homeless Shelter and donating 100 toiletries bags to the Family of New Paltz.

Disclosure: Modera Wealth Management, LLC (Modera) is an SEC registered investment adviser with places of business in New Jersey, Massachusetts, Georgia and Florida. SEC registration does not imply any level of skill or training. Modera and its representatives are in compliance with the current notice filing and registration requirements imposed upon registered investment advisers by those states in which it maintains clients. Modera may only transact business in those states in which it is notice filed or qualifies for an exemption or exclusion from notice filing requirements. For information pertaining to our registration status, fees and services and/or a copy of our Form ADV disclosure statement, please contact Modera or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov). A full description of our business operations and service offerings is contained in our Disclosure Brochure which appears as Part 2A of Form ADV. Please read the disclosure statement carefully before you invest or send money.