Mark Willoughby, CFA®, CFP®, ACA
Chief Investment Officer at Modera Wealth Management
Mark Willoughby brings nearly 30 years of global wealth management experience to his work with business owners building their companies and personal finances. Before joining Modera Wealth Management in 2001, he held senior roles at Deloitte and Touche, Morgan Stanley, and JPMorgan Chase. At Modera, Mark has served in key leadership positions including Chief Investment Officer, Chief Operating Officer, Chief Compliance Officer, and board member. He has also played a central role in evaluating and integrating several RIA mergers. His background spans three countries, and he has spoken on a range of financial planning and investment topics.