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Joshua M

Series 65

New York, NY

Modera Wealth Management, LLC

Joshua Marans is a financial advisor at Modera Wealth Management, LLC in New York, NY. He holds a Series 65 designation and joined Modera in 2026. Prior to this, he worked in retail and apparel companies including PVH, The Gap, Fullbeauty Brands, Dress Barn, and Ross Stores. Modera Wealth Management serves a diverse client base including individuals, trusts, corporations, and plan sponsors, offering wealth management, retirement plan consulting, and financial planning. The firm integrates traditional investment strategies with in-house accounting, tax services, and business coaching, managing approximately $17.7 billion in assets.

Options & derivatives strategies Concentrated stock management ESG / Sustainable investing Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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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.

Options & derivatives strategies Concentrated stock management ESG / Sustainable investing Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Michael G

CFP®, Series 66

New York City, NY

Modera Wealth Management, LLC

Michael Gibney is a CFP® and Series 66-licensed advisor with 21 years of industry experience. He has been with Modera Wealth Management, LLC since 2016. The firm provides wealth management, portfolio management, retirement plan consulting, and financial planning to individuals, trusts, corporations, and plan sponsors. Modera combines diversified asset allocation based on Modern Portfolio Theory with in-house accounting and tax services, offering an integrated approach that includes business coaching and other ancillary services.

Options & derivatives strategies Concentrated stock management ESG / Sustainable investing Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Elizabeth B

CFP®, Series 66

New York, NY

Modera Wealth Management, LLC

Elizabeth Brozena is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Modera Wealth Management, LLC since 2022. She previously worked at Greystone Wealth Advisors, LLC and Wells Fargo. Modera Wealth Management provides wealth management, portfolio management, retirement plan consulting, and financial planning services to individuals, trusts, corporations, and plan sponsors. The firm employs a diversified asset allocation strategy based on Modern Portfolio Theory and combines investment management with in-house accounting, tax services, and business coaching.

Options & derivatives strategies Concentrated stock management ESG / Sustainable investing Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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