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Published on 5/5/2022 in the Prospect News Private Placement Daily.

Modera Wealth Management gets $26 million debt refi, new debt package

By Devika Patel

Knoxville, Tenn., May 5 – Modera Wealth Management LLC obtained a $26 million financing package through Cambridge Savings Bank, according to a press release from the bank.

The package includes both a refinancing of existing debt and newly issued debt. Based in Westwood, N.J., Modera independently owned and operated registered investment adviser and financial-planning firm


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