Wealth Manager
Current
Jan 2023 - Present
AeroLeads people directory · profile
Peter Mckenna Email & Phone Number
Financial Guidance to Protect and Grow Wealth. Caring assistance with complex questions and financial choices.
at
Modera Wealth Management
1 work email found
@moderawealth.com
1 phone found area 650
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Financial Guidance to Protect and Grow Wealth. Caring assistance with complex questions and financial choices.
Location
New York City Metropolitan Area, United States
Company size
Who is Peter Mckenna? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Peter Mckenna is listed as Financial Guidance to Protect and Grow Wealth. Caring assistance with complex questions and financial choices. at Modera Wealth Management, a with 63 employees, based in New York City Metropolitan Area, United States. AeroLeads shows a work email signal at moderawealth.com, phone signal with area code 650, and a matched LinkedIn profile for Peter Mckenna.
Peter Mckenna previously worked as Wealth Manager at Modera Wealth Management and Senior Financial Advisor at Modera Wealth Management. Peter Mckenna holds Mba, Finance from Baruch College.
Company email context
Email format at Modera Wealth Management
This section adds company-level context without repeating Peter Mckenna's masked contact details.
*@moderawealth.com
71% confidence
AeroLeads found 1 current-domain work email signal for Peter Mckenna. Compare company email patterns before reaching out.
Profile bio
About Peter Mckenna
Peter Mckenna is a Financial Guidance to Protect and Grow Wealth. Caring assistance with complex questions and financial choices. at Modera Wealth Management. He possess expertise in strategic financial planning, investment management, education funding, retirement planning, estate planning and 17 more skills.
Listed skills include Strategic Financial Planning, Investment Management, Education Funding, Retirement Planning, and 18 others.
Current workplace
Peter Mckenna's current company
Company context helps verify the profile and gives searchers a useful next step.
Modera Wealth Management
8 roles
Peter Mckenna work experience
A career timeline built from the work history available for this profile.
Senior Financial Advisor
Modera provides thoughtful wealth management to discerning individuals and organizations. Overseeing $6.8 Billion in regulatory assets under management as of 12/31/22, we operate on a fee-only model that puts our clients’ needs ahead of our own.
Mar 2018 - Dec 2022
Chair/Co-Chair - Education And Professional Development - Nj Chapter
Jan 2015 - Dec 2018
Financial Planner
Jan 2012 - Feb 2018
Sr. Vice President
Lamco Llc
Chaired settlement committee to evaluate settlement offers on derivative relationships. Performed financial due diligence on relationships to ensure Lehman creditors receive a fair economic result.
Jan 2010 - Dec 2011
Sr. Vice President
Nov 2008 - Dec 2011
Senior Vice President
Project manager for financial control projects. Accepted an offer upon Lehman bankruptcy, but left to pursue a more competitive offer to return to Lehman Brothers to help with the unwind.
Sep 2008 - Nov 2008
Senior Vice President
Sep 1991 - Sep 2008
Team & coworkers
Colleagues at Modera Wealth Management
Other employees you can reach at moderawealth.com. View company contacts for 63 employees →
SH
Sallie Hart Williams
Colleague at Modera Wealth ManagementTryon, North Carolina, United States
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BC
Brett Caldwell, Cpa, Cfp®
Colleague at Modera Wealth ManagementInverness, Florida, United States
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MS
Michael Starkel
Colleague at Modera Wealth ManagementFenton, Michigan, United States
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AA
Alexa Arnold, Iaccp®
Colleague at Modera Wealth ManagementHendersonville, North Carolina, United States
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OP
Omar Parker Jr
Colleague at Modera Wealth ManagementAllentown, Pennsylvania, United States
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TB
Travis Boyer, Cfa, Cfp®
Colleague at Modera Wealth ManagementAsheville, North Carolina, United States
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TM
Tina Mccullough
Colleague at Modera Wealth ManagementHavertown, Pennsylvania, United States
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CB
Carol Brigante
Colleague at Modera Wealth ManagementRidgewood, New Jersey, United States
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MS
Marley Smith (Turbett)
Colleague at Modera Wealth ManagementGreater Philadelphia, United States
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BK
Beth Krugman
Colleague at Modera Wealth ManagementEnglewood, New Jersey, United States
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Sallie Hart Williams
Colleague at Modera Wealth ManagementTryon, North Carolina, United States
View →
BC
Brett Caldwell, Cpa, Cfp®
Colleague at Modera Wealth ManagementInverness, Florida, United States
View →
MS
Michael Starkel
Colleague at Modera Wealth ManagementFenton, Michigan, United States
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AA
Alexa Arnold, Iaccp®
Colleague at Modera Wealth ManagementHendersonville, North Carolina, United States
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OP
Omar Parker Jr
Colleague at Modera Wealth ManagementAllentown, Pennsylvania, United States
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TB
Travis Boyer, Cfa, Cfp®
Colleague at Modera Wealth ManagementAsheville, North Carolina, United States
View →
TM
Tina Mccullough
Colleague at Modera Wealth ManagementHavertown, Pennsylvania, United States
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CB
Carol Brigante
Colleague at Modera Wealth ManagementRidgewood, New Jersey, United States
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MS
Marley Smith (Turbett)
Colleague at Modera Wealth ManagementGreater Philadelphia, United States
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BK
Beth Krugman
Colleague at Modera Wealth ManagementEnglewood, New Jersey, United States
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3 education records
Peter Mckenna education
Mba, Finance
B.S., Accounting
Certificate In Financial Planning, Personal Financial Planning
FAQ
Frequently asked questions about Peter Mckenna
Quick answers generated from the profile data available on this page.
What company does Peter Mckenna work for?
Peter Mckenna works for Modera Wealth Management.
What is Peter Mckenna's role at Modera Wealth Management?
Peter Mckenna is listed as Financial Guidance to Protect and Grow Wealth. Caring assistance with complex questions and financial choices. at Modera Wealth Management.
What is Peter Mckenna's email address?
AeroLeads has found 1 work email signal at @moderawealth.com for Peter Mckenna at Modera Wealth Management.
What is Peter Mckenna's phone number?
AeroLeads has found 1 phone signal(s) with area code 650 for Peter Mckenna at Modera Wealth Management.
Where is Peter Mckenna based?
Peter Mckenna is based in New York City Metropolitan Area, United States while working with Modera Wealth Management.
What companies has Peter Mckenna worked for?
Peter Mckenna has worked for Modera Wealth Management, Financial Planning Association (Fpa), Highland Financial Advisors, Llc, Lamco Llc, and Lehman Brothers (In Administration).
Who are Peter Mckenna's colleagues at Modera Wealth Management?
Peter Mckenna's colleagues at Modera Wealth Management include Sallie Hart Williams, Brett Caldwell, Cpa, Cfp®, Michael Starkel, Alexa Arnold, Iaccp®, and Omar Parker Jr.
How can I contact Peter Mckenna?
You can use AeroLeads to view verified contact signals for Peter Mckenna at Modera Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did Peter Mckenna attend?
Peter Mckenna holds Mba, Finance from Baruch College.
What skills is Peter Mckenna known for?
Peter Mckenna is listed with skills including Strategic Financial Planning, Investment Management, Education Funding, Retirement Planning, Estate Planning, Insurance, Asset Protection, and Asset Managment.
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