MARK WILLOUGHBY, CFA, CFP®, ACA Principal and Wealth Manager

Mark Willoughby is Principal and Wealth Manager at Modera Wealth Management.

Professional Credentials and Education

Mark received a Bachelor's Degree in Business from the University of Galway in Ireland, and completed a Post-Graduate degree in Accounting from the University of Dublin in Ireland.  His professional credentials include the following:

•  CFA Charterholder (CFA)          • Certified Financial Planner (CFP^®)          

•  Chartered Accountant (ACA)            

Mark is a member of the National Association of Personal Financial Advisors and is a NAPFA-Registered Financial Advisor.  He is also a member of the CFA Institute, the Atlanta Society of Financial Analysts and the Association of Chartered Accountants in Ireland.

Accolades
Mark was named a Reuters 2007-2008 AdvicePoint Top Advisor, which recognizes him as one of the top 500 financial advisors in America.  He has spoken at the New School for Social Research in New York City, and at regional financial advisor conferences, including NAPFA seminars in Atlanta, GA, and Columbia, SC.  Mark's quotes on financial industry trends have been featured in various print media including:

•  The Wall Street Journal        •  Wealth Manager Magazine         •  CFA Magazine

•  The Newark Star-Ledger       •  Financial Planning Magazine       •  Dow Jones Newswire

Professional Experience

Prior to joining Modera Wealth Management in 2001, Mark held senior positions at Deloitte & Touche, Morgan Stanley, and Chase Manhattan.  He has 16 years of experience in the wealth management business.

Public Service

Mark is a member of the Board of Directors of the Invest in Kids Foundation, Inc., a charity founded by the firm in 2004 to serve the needs of underprivileged children, and a Director of the Modera Wealth Management Scholarship Fund.

Personal
Mark, his wife, Johnita, and their two children reside in Atlanta, Georgia.