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Modera Wealth Management partners with Cambridge Wealth Counsel

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Banking Essentials Newsletter: 7th February Edition

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A Bank Outsources Data Gathering to Meet Basel III Regulations

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Private Markets 360° | Episode 8: Powering the Global Private Markets (with Adam Kansler of S&P Global Market Intelligence)

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Banks’ Response to Rising Rates & Liquidity Concerns


Modera Wealth Management partners with Cambridge Wealth Counsel

Independent wealth management firm Modera Wealth Management LLC teamed up with Cambridge Wealth Counsel to establish a wealth management firm with more than $2 billion in assets under management, effective Jan. 1.

The combination resulted in a team of 55 employees.

Cambridge Wealth Counsel is an Atlanta-based independent, fee-only advisory firm.