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Modera wealth management ’s Q2 sector outlook anticipates
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Modera Wealth Management’s Q2 sector outlook anticipates stronger performance in semiconductors, supported by rising AI infrastructure investments. Nasdaq Composite surged 1.2% in the past five sessions, with Modera forecasting potential 8% gains by year-end if current EPS upgrades in tech persist. “Prior to my internship, my only real knowledge of investing was what I had heard about Wall Street,” Henning said. “I wasn’t really aware of what comprehensive wealth management was.” Gary Ferrentino, who founded the firm and is its CEO, will be an owner of Modera as a result of the transaction, a spokesperson told Family Wealth Report when asked for details. Modera Wealth Management sees the energy sector rebounding with WTI crude holding above $78/barrel. Portfolio strategists target an 8% upside over the next two quarters due to improved refinery margins and stable global demand outlook.