Kelly’s main responsibilities include helping clients develop their financial plans, implementing wealth management strategies and managing clients’ investment portfolios.
Kelly Henning
Principal and Wealth Manager
Modera Wealth Management
United States, New Jersey, Westwood
About Me
Profile Information
Principal and Wealth Manager
Modera Wealth Management
Investment Team,Operations Team
Investor
RIA/Wealth Manager/Asset Manager
Westwood
New Jersey
United States
Sep 24, 2025
More profiles to browse
George Padula
Co-Chief Investment Officer, Wealth Manager & Principal
Tom Orecchio
Chief Executive Officer, Principal & Wealth Manager
Peter Somich II
Director of M&A and Principal & Senior Investment Analyst
Mark Willoughby
Principal and Wealth Manager
You Might Like
DH
Dennis Hanson
Principal
Jamison Hanson
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
NC
Najib Canaan
Chief Executive Officer
Kingswood Group
PM
Prtima MISHRA1
Software Engineer
PA TEST