Jenny Martella
Principal and Wealth Manager at Modera Wealth Management, achieved remarkable success in growing her firm from $19 million to $250 million in assets under management within 7 years.
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May 28, 2024 • 1h 31min
Ep 387: Merging A Fast-Growth Firm Into A Much Larger One To Get The Operations Monkeys Off Your Back with Jenny Martella
Jenny Martella shares insights on growing her firm from $19M to $250M in AUM in 7 years, navigating merger with Modera Wealth, challenges of scaling, preserving brand identity, effective client communication, and personal growth post-merger.
