About Mark A. Willoughby of MODERA WEALTH
Mark A. Willoughby is Elected Manager at Modera Wealth Management Llc and has been affiliated with Modera Wealth Management Llc since November-2010.
Modera Wealth Management Llc is an investment advisor that manages 1.6 BN dollars in regulatory AUM and has 42 employees, of which 24 perform investment advisory functions. The managers's latest filing has disclosed 6BN in positions, which represents 372% of the manager's regulatory AUM.
For more on Modera Wealth Management Llc including top positions, information on the investment process, service provider information, other key employees, real time performance, 13-F holdings and more visit the Fund Profile
Modera Wealth Management Llc is an investment advisor that manages 1.6 BN dollars in regulatory AUM and has 42 employees, of which 24 perform investment advisory functions. The managers's latest filing has disclosed 6BN in positions, which represents 372% of the manager's regulatory AUM.
For more on Modera Wealth Management Llc including top positions, information on the investment process, service provider information, other key employees, real time performance, 13-F holdings and more visit the Fund Profile
MODERA WEALTH StockAlpha
Top 25% |
StockAlpha
3 yr performance attributed to stock picking: +0.5%/yr
Co-workers of Mark A. Willoughby at MODERA WEALTH
Name | Title | In Position Since |
---|
Thomas A. Orecchio | Elected Manager | November-2010 |
Kevin P. Sweeney | Chief Compliance Officer And Chief Operating Officer | July-2013 |
Robert D. Siefert | Elected Manager | November-2010 |
John J. Ceparano | Elected Manager | July-2014 |
Gregory N. Plechner | Elected Manager | November-2010 |
Fundamental & Technical Factor Exposure
Mark A. Willoughby Office Address
535 BOYLSTON STREET
SUITE 300
BOSTON, Massachusetts
UNITED STATES, 02116
SUITE 300
BOSTON, Massachusetts
UNITED STATES, 02116
Mark A. Willoughby Contact Information
Phone Number: (617) 247-0518
Fax Number: (617) 247-0098
Website: http://www.moderawealth.com
Fax Number: (617) 247-0098
Website: http://www.moderawealth.com
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