Career
James Kipp has been Chief Financial Officer of Modera Wealth Management since January 2026. James Kipp is a control person of the firm and directly owns under 5% of it. James Kipp holds a B.S. in accounting from the University of Vermont and a Master of Finance from Bentley University.
Modera Wealth Management, LLC is a Westwood, NJ firm with $17.7B under management, 6,308 clients and 106 advisers across 31 offices, as of its September 2026 filing.
Kipp is Modera’s chief financial officer.
The IAPD individual lookup on 18 October 2026 returned no individual record. This profile uses the firm’s Form ADV officer listing.
Credentials and registrations
Professional designations
Listed by Modera Wealth Management
- Certified Public Accountant (CPA)
Individual registration and examination information for James Kipp is unavailable. An officer title or CRD number does not by itself establish current investment adviser representative registration, and no registration or examination counts are inferred.
Officer record
- Full name
- James Kipp
- CRD
- 6825411
- Record basis
- Form ADV officer listing
- Firm bio
- moderawealth.com
Disciplinary history is not reported here, in either direction. Check the SEC record.
Common questions
Where does James Kipp work?
James Kipp has been Chief Financial Officer of Modera Wealth Management, LLC since January 2026, and is a control person of the firm.
Leadership at Modera Wealth Management
- Thomas OrecchioElected Manager and Chief Executive Officer
- Joseph MccuinePresident
- Shelly KapoorChief Operating Officer
- Theresa DaysChief Compliance Officer and Principal
- John CeparanoElected Manager
- Sarah DerGarabedianElected Manager
- Regan FadChief Legal Officer
- Gaurav MallikChief Investment Officer
- George PadulaElected Manager
- Benjamin RobinsAppointed Manager
- Patrick RunyenElected Manager
- Ethan WangAppointed Manager
- Mark WilloughbyElected Manager
- Michael ZiemerElected Manager