Laurie Kane Burkhardt

Gestionnaire de Portefeuille-Actions chez Modera Wealth Management LLC

Profil

Ms. Laurie K.
Burkhardt is a Wealth Manager & Principal at Modera Wealth Management LLC.
She works with clients to formulate financial planning and investment strategies and monitor progress towards their goals.
In addition to her work with clients, Laurie serves on the firm's FInancial Planning Committee and Philanthropy Committee.
She also manages the team of financial advisors and planning associates in the Boston office.
Before joining Modera, Ms. Burkhardt worked for LPL Financial as a financial planning consultant, where she provided guidance to financial advisors in the design, illustration and implementation of financial planning recommendations.
In her prior financial planning roles, she established financial planning strategic priorities and provided comprehensive financial planning services for clients at two financial services firms.
She managed the financial planning services offering for high net worth and small business clients of a Boston-based financial services firm with more than 200 advisors.
Prior to pursuing a career shift into financial planning in 2005, she spent 20+ years in various management positions in financial management and strategic planning at MetLife.
She earned a Bachelor of Science degree from Harvard University and a Master’s in Business Administration from Boston University.
She obtained the CERTIFIED FINANCIAL PLANNER certification in 2005.

Postes actifs de Laurie Kane Burkhardt

Sociétés	Poste	Début
Modera Wealth Management LLC	Gestionnaire de Portefeuille-Actions	01/07/2012

Formation de Laurie Kane Burkhardt

Harvard University	Undergraduate Degree
Boston University	Masters Business Admin