People Moves

New Jersey Wealth Manager Appoints Academic As Senior Planning Specialist

Vanessa Doctor 3 January 2012

New Jersey Wealth Manager Appoints Academic As Senior Planning Specialist

Modera Wealth Management, the Massachusetts- and New Jersey-based wealth management firm, has appointed Victoria Honsinger Marrone as a senior planning specialist.

Prior to Modera, Marrone taught finance at university level and was chief executive of Integrity Financial Planners, which she also founded. In her new role she will be working with clients and other wealth managers in the firm's main offices. The firm records some $1 billion in assets under management as of 30 June 2011.

The firm is still in the integration phase following the merger between Bay Financial and Modera Inc in November 2010, which created the wealth manager in its current form, with around 550 clients and $900 million in assets under management.

Modera provides wealth management and portfolio management services to individuals, foundations and endowments.

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