Modera Wealth Management has its headquarters in Westwood, New Jersey.
AUM as of June 30: $2.8 billion
Years won: 2012, 2016, 2017, 2018, 2019, 2020
3 cool things:
- Organizes firmwide team-building retreats, including barbecues, lawn games and escape room challenges. Hosts holiday staff festivities (gift exchange, bake-offs and ugly sweater contests).
- Establishes buddy pairs across the company’s six offices to enhance staff interaction and community.
- Through its philanthropy committee, selects and organizes local day of service events for each of its six offices and sponsors philanthropic endeavors.
- “During this pandemic, we’ve been provided with the technology needed to successfully and productively work from home, taking care of ourselves, our families, and also our clients with the best possible service.”
- “If I take a day off or am unavailable, someone is always willing to step in and help out in my absence.”
- “Growth and learning are constantly encouraged and reinforced.”