Joe McCuine, CFA®

President and CFO at Modera

Speaker

Joe McCuine serves as president and CFO of Modera, where he leads firm-wide growth and technology efforts and oversees all financial activities, strategic financial planning and analysis, and M&A deal negotiation.

Joe is a veteran financial services executive with more than 30 years of experience leading, expanding, and enhancing firms across the investment management and wealth advisory landscape. Well-known for aligning operational strategy with enterprise growth, Joe has consistently driven profitability, led complex transactions, and designed institutional-grade platforms that power long-term client success.

Joe joined Modera in 2023. Previously, Joe served as chief financial officer at Landon Capital Partners and earlier, chief operating officer and chief financial officer at SCS Financial Services, where he helped grow the firm to over $20 billion in AUM, leading enterprise operations across wealth management, investments, finance, compliance and human resources. He also built integrated platforms supporting the firm’s trading, reporting, and client service functions, and led operational due diligence for global investment opportunities.

Joe earned a Bachelor of Science in economics from The Wharton School of the University of Pennsylvania. He is a Chartered Financial Analyst charterholder.