John J. Ceparano, Principal and Wealth Manager at Modera Wealth Management recently spoke to Julie Cooling, CEO and Founder of RIA Channel, about the firm’s background, client base, and investment approach.
Modera Wealth Management has over $2 billion in assets under management across five offices in four cities. The firm combines synergies across adviser talents, experiences, education, and interests.
This varied background of wealth managers empowers Modera to support an equally varied client base. Modera serves high-net worth individuals, both retirees and accumulators, and their businesses. Its advisers have backgrounds in banking, legal, accounting, and trust, allowing the firm to offer unique perspectives to clients.
Ceparano considers Modera’s investment approach “actively passive.” While their strategies incorporate alternative investments, they also utilize traditional asset managers.