Kelly Ann Henning
Gestionnaire de Portefeuille-Actions chez Modera Wealth Management LLC
Profil
Ms. Kelly A.
Henning is a Wealth Manager & Principal at Modera Wealth Management LLC.
Her main responsibilities include helping clients develop their financial plans, implementing wealth management strategies and managing clients’ investment portfolios.
She has experience working in all areas of financial planning, including retirement planning, estate planning, tax planning and risk management.
She also serves as a member of the firm's Financial Planning Committee.
She is a member of National Association of Personal Financial Advisors.
Ms. Henning served as a Client Services Specialist before serving three years as a Financial Analyst Financial Advisor and Senior Financial Advisor for Modera Wealth Management, LLC.
She earned a Bachelor's Degree in Economics and Business from Lafayette College and was named a Marquis Scholar, the College's highest academic honor.
She is a CERTIFIED FINANCIAL PLANNER professional.
Postes actifs de Kelly Ann Henning
| Sociétés | Poste | Début |
|---|---|---|
Modera Wealth Management LLC
 Modera Wealth Management LLC Investment ManagersFinance Modera Wealth Management LLC is a SEC-registered investment advisor headquartered in Westwood, New Jersey. They are a subsidiary of Modera Capital, Inc. The firm was founded in 2011 by the merger of Back Bay Financial Group, Inc. and Modera Capital (formerly Modera, Inc.). Modera Wealth Management offers asset management services to individuals, high net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations (including foundations and endowments), corporations, and business entities. | Gestionnaire de Portefeuille-Actions | 01/01/2011 |
Formation de Kelly Ann Henning
| Lafayette College | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 1 |
|---|---|
Modera Wealth Management LLC
Modera Wealth Management LLC Investment ManagersFinance Modera Wealth Management LLC is a SEC-registered investment advisor headquartered in Westwood, New Jersey. They are a subsidiary of Modera Capital, Inc. The firm was founded in 2011 by the merger of Back Bay Financial Group, Inc. and Modera Capital (formerly Modera, Inc.). Modera Wealth Management offers asset management services to individuals, high net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations (including foundations and endowments), corporations, and business entities. | Finance |
