Career
Shelly Kapoor has been Chief Operating Officer of Modera Wealth Management since June 2026. Shelly Kapoor is a control person of the firm and directly owns under 5% of it.
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.
Shelly Kapoor is Modera’s chief operating officer. She previously managed business integrations at Coldstream, served as COO at Arnerich Massena and spent 13 years in operations at Ziff Brothers Investments.
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
Individual registration and examination information for Shelly Kapoor 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
- Shelly Kapoor
- CRD
- 8302213
- 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 Shelly Kapoor work?
Shelly Kapoor has been Chief Operating Officer of Modera Wealth Management, LLC since June 2026, and is a control person of the firm.
Leadership at Modera Wealth Management
- Thomas OrecchioElected Manager and Chief Executive Officer
- Joseph MccuinePresident
- James KippChief Financial 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