Guest

Sarah DerGarabedian, Director of Investment Strategy, Principal at Modera Wealth

Company:

Modera Wealth

Website:

www.moderawealth.com

AUM ~$18B

Sarah’s Bio:

Sarah specializes in investment strategy at Modera, where she oversees the firm’s research team and investment initiatives. She thrives on solving operational challenges and helps bring clarity to complex financial concepts for the firm’s clients.

She is particularly passionate about the behavioral side of investing—understanding what drives investor decisions and guiding them with empathy, evidence, and a touch of humor.

Her approach is grounded in consistency, discipline, humility, and a long-term perspective, mirroring her personal philosophy on health and wellness. Sarah’s curiosity and beginner’s mindset keep her adaptable and engaged in the ever-evolving financial landscape.

With over 20 years of experience in the RIA industry, Sarah joined Modera in 2023 following an 18-year tenure at Parsec Financial, where she led research, trading, and portfolio management.

Before entering the financial sector, she worked in fields as diverse as petroleum geology and academic editing, showcasing her wide-ranging interests and adaptability. Sarah holds a Bachelor of Arts in Geology from Wellesley College and is a Chartered Financial Analyst® (CFA®).

She is affiliated with the CFA Institute and the CFA Society North Carolina. Outside of Modera, Sarah is an avid reader who often juggles multiple books across genres—from history and mystery to humor and leadership. She enjoys spending time outdoors with friends and family, whether hiking the mountains around Asheville or searching for shark’s teeth on the beaches of Pawleys Island.