Tracy Boyer Clark
Director of Marketing at Modera Wealth Management
- Role
- Director of Marketing at Modera Wealth Management
- Location
- Greensboro, NC, US
- LinkedIn followers
- 500 followers
About Tracy Boyer Clark
I am director of marketing for Modera Wealth Management, a fee-only registered investment advisor (RIA) firm with over $11.4 billion in managed assets as of Oct. Modera provides investment management, financial planning, tax planning, trust services and business retirement services to more than 4,700 families and businesses in 16 offices across the east coast. Learn more at moderawealth.com My background is a strong blend of entrepreneurship, technology and online media, which helps me quickly adapt to business changes and technology advancements by crafting and aligning content, strategy and marketing efforts to these shifts. I have five years of technology expertise working at IBM and Lenovo, three years of experience in the online media sector and three years at an agency leading creative for B2B and tech clients like 3M, Facebook, Rackspace and others. I have launched two entrepreneurial businesses: Innovative Interactivity, a multimedia blog acquired by UNC Chapel Hill, and Reportory, a news aggregation platform where I received a $20k fellowship with University of Missouri to test user adoption and preferences around personalization, which was published by The International Journal of Business Research and Information Technology (IJBRIT) in the fall of 2017. I graduated from UNC Chapel Hill in 2012 with the School\'s first MBA/MSIS, where I studied General Management at Kenan-Flagler Business School (ranked 19th by US News & World Report) and Human-Computer Interaction in the School’s Information Science program (ranked 1st by US News & World Report). I graduated with a multimedia degree from UNC’s School of Journalism and Mass Communication. Obsessions: • Content Strategy • Digital/Social/Email/Mobile Marketing • Multimedia Storytelling (video, audio, photo, graphics, interactivity) • International travel • Yummy wine, cabernet in the fall/winter and pinot grigio in the spring/summer!
Experience
Director of Marketing
Apr 2023 — Present · Greensboro, NC
Modera Wealth Management, LLC (Modera) is excited to announce that the Parsec Financial (Parsec) team, headquartered in Asheville, NC, is joining Modera. The transaction creates one of the largest independent wealth management firms on the East Coast, with over $10.5 billion of AUM and over 180 employees across 14 offices between Massachusetts and Florida. Both firms can trace their roots to the 1980s as they were founded as two of the first fiduciary, fee-only advisory firms in the United States. Learn more: https://moderawealth.com/parsec-financial/
Education
UNC School of Information and Library Science
MSIS, Human-Computer Interaction
2009 — 2012
UNC Kenan-Flagler Business School
MBA, General Management
2010 — 2012
UNC Hussman School of Journalism and Media
BA, Visual Journalism, Multimedia
2003 — 2007
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