Kelly Ann Henning

Gestore di Portafoglio-Azioni presso Modera Wealth Management LLC

Finance

Consumer Services

Profilo

Ms. Kelly A.
Henning is a Wealth Manager & Principal at Modera Wealth Management LLC.
Her main responsibilities include helping clients develop their financial plans, implementing wealth management strategies and managing clients’ investment portfolios.
She has experience working in all areas of financial planning, including retirement planning, estate planning, tax planning and risk management.
She also serves as a member of the firm's Financial Planning Committee.
She is a member of National Association of Personal Financial Advisors.
Ms. Henning served as a Client Services Specialist before serving three years as a Financial Analyst Financial Advisor and Senior Financial Advisor for Modera Wealth Management, LLC.
She earned a Bachelor's Degree in Economics and Business from Lafayette College and was named a Marquis Scholar, the College's highest academic honor.
She is a CERTIFIED FINANCIAL PLANNER professional.

Posizioni attive di Kelly Ann Henning

Società	Posizione	Inizio
Modera Wealth Management LLC Modera Wealth Management LLC Investment ManagersFinance Modera Wealth Management LLC is a SEC-registered investment advisor headquartered in Westwood, New Jersey. They are a subsidiary of Modera Capital, Inc. The firm was founded in 2011 by the merger of Back Bay Financial Group, Inc. and Modera Capital (formerly Modera, Inc.). Modera Wealth Management offers asset management services to individuals, high net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations (including foundations and endowments), corporations, and business entities.	Gestore di Portafoglio-Azioni	01/01/2011

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Formazione di Kelly Ann Henning

Lafayette College

Undergraduate Degree

Esperienze
Posizioni ricoperte

Attive

Inattive

Società quotate in Borsa

Aziende private

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Società collegate

Aziende private	1
Modera Wealth Management LLC Modera Wealth Management LLC Investment ManagersFinance Modera Wealth Management LLC is a SEC-registered investment advisor headquartered in Westwood, New Jersey. They are a subsidiary of Modera Capital, Inc. The firm was founded in 2011 by the merger of Back Bay Financial Group, Inc. and Modera Capital (formerly Modera, Inc.). Modera Wealth Management offers asset management services to individuals, high net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations (including foundations and endowments), corporations, and business entities.	Finance