Modera Wealth Management, which has $15 billion in assets under management, has acquired Ferrentino & Associates, an Oradell, N.J., accounting firm that specializes in tax planning, preparation and ...
New Jersey-based accounting practice joins the $15 billion wealth management firm to provide enhanced tax services for clients Ferrentino has built a reputation for a client-first approach, financial ...
Modera Wealth Management LLC, a $1.4 billion independent wealth management firm, has merged with Joseph Capital Management (JCM), an independent advisory firm in Hernando, Fla., Modera announced ...
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