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3 advisors near New York, NY
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Thomas A
CFP®, Series 65
New York, NY
Modera Wealth Management, LLC
Thomas Ausfahl is a CFP® with 15 years of industry experience, currently serving as an advisor at Modera Wealth Management, LLC since 2022. He previously worked at Greystone Wealth Advisors LLC for 11 years. Ausfahl holds leadership roles as Secretary and Membership Director for the Financial Planning Association’s Greater Hudson Valley Chapter. Modera Wealth Management, LLC provides fiduciary, fee-only advisory services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs an allocation-driven investment approach grounded in Modern Portfolio Theory, utilizing diversified portfolios with options for independent managers, private placements, and ESG integration.
Michael G
CFP®, Series 66
New York City, NY
Modera Wealth Management, LLC
Michael Gibney is a CFP® and holds a Series 66 license with 21 years of industry experience. He has worked at Modera Wealth Management, LLC since 2016 and previously spent 11 years at HIGHLAND Financial Advisors, LLC. Modera Wealth Management, LLC provides fiduciary, fee-only advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations. The firm employs an allocation-driven investment approach based on Modern Portfolio Theory and offers services such as wealth management, portfolio management, retirement consulting, financial planning, and tax-related services.
Elizabeth B
CFP®, Series 66
New York, NY
Modera Wealth Management, LLC
Elizabeth Brozena is a CFP® professional with 10 years of industry experience, currently serving as an advisor at Modera Wealth Management, LLC since 2022. Her prior experience includes roles at Greystone Wealth Advisors, LLC and Wells Fargo. Modera Wealth Management provides fiduciary, fee-only advisory services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs an allocation-driven investment approach grounded in Modern Portfolio Theory, utilizing diversified portfolios supplemented by independent managers, private placements, and optional ESG integration.
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3 advisors near New York, NY
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