James Kipp Email & Phone Number

Chief Financial Officer, Principal @ Modera Wealth Management

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James Kipp Location

Boston, MA, US

James Kipp Work

2026 - now Chief Financial Officer, Principal @ Modera Wealth Management
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2024 - 2025 Director of Finance @ Modera Wealth Management
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2016 - 2023 CFO Wealth Management @ Citizens
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2013 - 2016 VP CCAR Consumer Banking @ Citizens
2005 - 2013 CFO, Business Banking @ Citizens
2000 - 2005 Senior Financial Analyst @ Bank of America
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1996 - 2000 Financial Reporting Manager @ Bank of America
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1995 - 1996 Principal @ Shaw, Kipp & Company
1986 - 1995 Audit Manager @ PwC
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James Kipp Education

Bentley University - McCallum Graduate School of Business
Master's degree (Finance, General)
2002 - 2005
University of Vermont
Bachelor's degree (Accounting)
1982 - 1986

James Kipp Summary

James Kipp, based in Boston, MA, US, is currently a Chief Financial Officer, Principal at Modera Wealth Management. James Kipp brings experience from previous roles at Modera Wealth Management and Citizens. James Kipp holds a 2002 - 2005 Master's degree in Finance, General @ Bentley University - McCallum Graduate School of Business. James Kipp has 2 emails on RocketReach.

James Kipp Emails

Found 2 emails

James Kipp Phone Numbers

Found 1 phone numbers

+1 508-339-XXXX

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Kirsten Ly

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Jennifer Faherty

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Anna Lui

Director of Program Management, Principal at Modera Wealth Management

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Corey Dodgson

Director of Human Resources at Modera Wealth Management

Charlotte, NC, US
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