Ben Blake

Portfolio Manager-Equities at Modera Wealth Management LLC

Finance

Consumer Services

Profile

Benjamin Matthew Blake is currently a Senior Portfolio Manager at Modera Wealth Management LLC since 2023.
Prior to this, he worked as a Portfolio Manager at Parsec Financial Management, Inc. from 2017 to 2023.
Mr. Blake has an undergraduate degree and an MBA from Clemson University and a graduate degree from Western Carolina University.

Ben Blake active positions

Companies	Position	Start
Modera Wealth Management LLC Modera Wealth Management LLC Investment ManagersFinance Modera Wealth Management LLC is a SEC-registered investment advisor headquartered in Westwood, New Jersey. They are a subsidiary of Modera Capital, Inc. The firm was founded in 2011 by the merger of Back Bay Financial Group, Inc. and Modera Capital (formerly Modera, Inc.). Modera Wealth Management offers asset management services to individuals, high net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations (including foundations and endowments), corporations, and business entities.	Portfolio Manager-Equities	01/04/2023

All active positions of Ben Blake

Former positions of Ben Blake

Companies	Position	End
Parsec Financial Management, Inc. Parsec Financial Management, Inc. Investment ManagersFinance Parsec Financial Management, Inc. (Parsec Financial) is a wealth management firm headquartered in Asheville, North Carolina. The firm was founded by Bart Boyer in 1980 and was acquired in 2023 by Modera Wealth Management LLC, which is owned by Modera Capital, Inc. Parsec Financial provides portfolio management services to individuals, high-net worth individuals, corporate pension, profit-sharing and 401(k) plans, foundations, endowments, charitable organizations, trusts, estates and corporations or other businesses.	Portfolio Manager-Equities	01/04/2023

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Training of Ben Blake

Western Carolina University	Graduate Degree
Clemson University	Masters Business Admin

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Linked companies

Private companies	2
Parsec Financial Management, Inc. Parsec Financial Management, Inc. Investment ManagersFinance Parsec Financial Management, Inc. (Parsec Financial) is a wealth management firm headquartered in Asheville, North Carolina. The firm was founded by Bart Boyer in 1980 and was acquired in 2023 by Modera Wealth Management LLC, which is owned by Modera Capital, Inc. Parsec Financial provides portfolio management services to individuals, high-net worth individuals, corporate pension, profit-sharing and 401(k) plans, foundations, endowments, charitable organizations, trusts, estates and corporations or other businesses.	Finance
Modera Wealth Management LLC Modera Wealth Management LLC Investment ManagersFinance Modera Wealth Management LLC is a SEC-registered investment advisor headquartered in Westwood, New Jersey. They are a subsidiary of Modera Capital, Inc. The firm was founded in 2011 by the merger of Back Bay Financial Group, Inc. and Modera Capital (formerly Modera, Inc.). Modera Wealth Management offers asset management services to individuals, high net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations (including foundations and endowments), corporations, and business entities.	Finance