Modera oversees more than $11.4 billion in assets as of October 1, 2023 with more than 190 employees, including 83 Certified Financial Planners\xae, across 16 offices.Our partnership with Cambridge Savings Bank has been instrumental during this period of strategic growth, said Orecchio. Over the course of the relationship, CSBs commercial lending team has provided Modera with capital to help the firm refinance existing debt, take on new debt, accelerate its expansion along the East Coast, and grow client services and offerings.Moderas transaction with Parsec was backed by its existing equity partner, TRIA Capital Partners, an investment firm focused exclusively on providing minority, non-control financing solutions to independent registered investment advisors (RIAs). As an institution committed to consistently applying a customer-first approach, weve found that Moderas comparable focus has made for a seamless relationship. Equal Housing Lender.Modera provides fee-only, comprehensive wealth management for individuals, families, retirement plan sponsors and non-profit institutions. The firm has 16 offices across the east coast with locations in Massachusetts, New York, New Jersey, Pennsylvania, Virginia, North Carolina, Georgia, and Florida.