CJ Perry W. is an experienced compliance professional currently serving as Compliance Manager at Modera Wealth Management since May 2023. With a background that includes roles such as Compliance Analyst at Moors & Cabot and Principal at TD Ameritrade Institutional, CJ has extensive expertise in regulatory compliance, trade surveillance, and the implementation of best practices within financial services. Previously, CJ has held leadership positions at Wachovia Bank and managed diverse client profiles in various financial capacities. CJ holds a Bachelor of Arts in Psychology and Sociology from the University of North Carolina at Chapel Hill, a Master’s degree in Prevention Science from the University of Oklahoma, and a certificate in Japanese Studies from the University of Maryland Global Campus.
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