modera wealth management Archives

Gwinnett Studio

Spring Cleaning Your Financial House

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Robert Port, Bradley Hilton, Laura Akins, Craig Frankel

Bradley Hilton/Modera Wealth Management

Bradley S. Hilton is a Financial Advisor at Modera Wealth Management, LLC. His role involves working with clients to formulate planning goals, developing and implementing wealth management strategies and monitoring clients’ progress in working toward their financial and investment goals. Bradley has experience working in all areas of financial planning, including retirement planning, estate planning, tax planning and risk management.

Prior to joining Modera, Bradley was a member of the wealth planning team at Wells Fargo Private Bank. Before that, he was a Wealth Strategies Analyst with U.S. Trust, a Bank of America company. He began his financial planning career as a Financial Analyst with The Ayco Company, part of Goldman Sachs.

Bradley earned his MBA from Georgia State University with a Masters Concentration in Personal Financial Planning. He also holds a Bachelor of Science in Business Administration with a concentration in Information Technology from the University of North Carolina at Wilmington. Bradley is a CERTIFIED FINANCIAL PLANNER™ professional.

Laura Akins/Nadler Biernath

Laura Akins practices in the areas of elder law, probate, and estate planning with Nadler Biernath. Laura assists her clients in planning for family emergencies, finding solutions for complicated mixed family circumstances, and for the end of life. After a loved one has experienced a catastrophe or passed away, Laura helps clients navigate through the probate procedure and legalities.

As a native of Atlanta, Laura appreciates the opportunity to serve her hometown community. With patience and empathy, she guides her clients through the often overwhelming estate planning or probate processes. Laura finds it incredibly rewarding to connect with her clients and make difficult circumstances easier.

Laura received a B.A. in History from the University of Georgia and a J.D. from Cumberland School of Law, Samford University. She is an active member of the Georgia Association for Women Lawyers and the Atlanta Bar Association. Laura serves on board for the Elder Law Section of the Atlanta Bar and for the Threshold Community Program (a/k/a The Community School).

CLICK HERE to watch the video of this show.

About Gaslowitz Frankel:

Gaslowitz Frankel is an experienced trial practice firm specializing in all aspects of complex fiduciary litigation throughout Georgia and the Southeast. With a focus on representing individuals, companies, banks, and fiduciaries in dispute involving wills, estates, trusts, guardianships, businesses, and securities law, their experienced and highly qualified litigation attorneys have tremendous credentials and a proven history of success.

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Gwinnett Studio

Behavioral Finance: What It Can Teach Us About How We Deal With Money, Investing, and Risk

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Ross, Robert Port, Mark Willoughby, Peter Fleming, Craig Frankel — Ross Bramwell, Robert Port, Mark Willoughby, Peter Fleming, Craig Frankel

What are “behavioral finance” and “behavioral economics?” Why do people often not act rationally when it comes to financial decisions? What are the most common behavioral errors among individuals when it comes to financial matters? If you are curious to get these questions answered, this episode of “Wealth Matters” – the radio show where we discuss the opportunities and challenges of preserving and managing wealth – is for you!

During this show, attorneys Craig Frankel and Robert Port interview guests Ross Bramwell, Peter Fleming, and Mark Willoughby. The topic of the discussion is “Behavioral Finance: What It Can Teach Us about How We Deal with Money, Investing, and Risk.”

Mark Willoughby/Modera Wealth Management

As a Chief Investment Officer, Principal, and Wealth Manager of Modera Wealth Management, Mark advises high net-worth individuals, families, and fiduciary clients in all areas of wealth management. With a particular experience in alternative investments, he also oversees Modera Alternative Investments, LP, a private limited partnership for accredited Modera clients implementing alternative investments. Overall, Mark has over 16 years of experience in the wealth management business, holding senior positions at Deloitte & Touche, Morgan Stanley, and JPMorgan Chase. In 2001, he joined Modera Wealth Management as a Financial Analyst and became a Principal in 2007. A frequent speaker on financial planning and investment management topics, Mark has presented at the New School for Social Research in New York City and at regional financial advisor conferences, including NAPFA seminars in Atlanta, GA, Columbia, SC, and Orlando, FL. Outside of Modera, Mark serves as a member of the Board of Directors of the Modera Charitable Foundation.

Phone: 678-385-1067
Email: markw@moderawealth.com

Peter Fleming/Nease, Lagana, Eden, & Culley

Having joined Nease, Lagana, Eden, & Culley as Vice President in February of 2009, Peter specializes in advisor education for the estate planning community and serves as NLEC’s liaison with various family office groups, particularly the Family Office Exchange where he attends industry conferences throughout the country. He is also responsible for developing strategic alliances / joint ventures with other organizations to assist with the placement of life insurance in the ultra-affluent marketplace. Peter has spoken before multiple groups and authored several articles for the affluent estate planning community. Peter has been involved in the Atlanta community for many years, serving on the vestry for St. Anne’s Episcopal Church where he was the Finance Committee chair, and has been a past advisory board member at St. Anne’s Day School.

Phone: 770-763-0687
Email: pfleming@nlec.com

Ross Bramwell/Homrich Berg

With over 10 years of experience across the accounting, financial services, and investment industries, Ross joined Homrich Berg in 2013. He served as Director of Investments for a San Diego based multifamily office where he performed due diligence on traditional and private investments, including real estate, hedge funds, managed futures, and private equity. He led the Investment Committee team, managed traditional allocation models, as well as investments for a private placement. Ross also served as a member of Heartland Advisors RIA Advisory Council for three years.

Phone: 404-264-1400
Email: bramwell@homrichberg.com

About Gaslowitz Frankel:

Gaslowitz Frankel LLC is an experienced trial practice firm specializing in all aspects of complex fiduciary litigation, representing individuals, companies, banks, and fiduciaries in will, trust, and estate disputes; investor and financial advisor disputes; shareholder/partnership disputes; contract disputes; complex commercial disputes; and appeals.

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