Kelly Ann Henning

Kelly Ann Henning

Portfolio Manager-Equities at Modera Wealth Management LLC

Finance
Consumer Services

Profile

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.

Kelly Ann Henning active positions

CompaniesPositionStart
Portfolio Manager-Equities 2010-12-31
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Training of Kelly Ann Henning

Lafayette College Undergraduate Degree

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Private companies

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34

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2

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Private companies1

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