KELLY MCCAULEY
Client Service Specialist

 

Kelly McCauley joined Modera in June 2009 as a Client Service Specialist, where she is responsible for supporting advisor and client requests, maintaining portfolio management software and serving as the firm's liaison with custodians.

Professional Experience
Prior to joining Modera Wealth Management full time, she was an intern at the firm in the Summer of 2008 and the Winter of 2009.

Education
Kelly earned a Bachelor's Degree in Economics and Business from Lafayette College and was named a Marquis Scholar, the College's highest academic honor.
 
Personal  
Kelly currently resides in Hillsdale, New Jersey.