Lizeth Damaso Kishel

Employer firm

Modera Wealth Management, LLC CRD 155649

$17.7B regulatory AUM 43 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2014 → 01/2018
  Suntrust Banks
  Atlanta, GA
• 02/2018 → 06/2019
  Wells Fargo, Private Bank
  Atlanta, GA
• 06/2019 → 08/2020
  Wells Fargo, Private Bank
  Nashville, TN
• 08/2020 → 04/2021
  Ameris Bank
  Atlanta, GA
• 04/2021 → 08/2022
  Homrich Berg Wealth Management, Llc
  Atlanta, GA
• 08/2022 → Present
  Modera Wealth Management, Llc
  Westwood, NJ

Other Businesses

NAME OF OBA: FINANCIAL PLANNING ASSOCIATION; ADDRESS OF OBA: 3227 S. CHEROKEE LANE, $1320, WOODSTOCK, GA 30188; NATURE: BOARD OF DIRECTORS; INVESTMENT RELATED: NO; TITLE WITH OBA: PUBLIC RELATIONS DIRECTOR; DUTIES: UTILIZE SOCIAL MEDIA AND MANAGE THE CHAPTER'S WEBSITE TO PROMOTE THE ORGANIZATION'S EVENTS. LEADS A SMALL TEAM OF VOLUNTEERS ON THE PUBLIC RELATIONS COMMITTEE. ATTEND AND PARTICIPATE IN QUARTERLY BOARD MEETINGS.; START DATE: 01/01/2022; APPROX. NUMBER OF HOURS/MONTH: 10; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 1

Designations

• Certified Financial Planner

Other Names

• Liz Damaso
• Liz Kishel