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Haleh Moddasser, CPA

  • Managing Partner, Senior Wealth Advisor

  • CHAPEL HILL, NC


Haleh (pronounced Holly) is managing partner and senior wealth management advisor of Stearns Financial Group, where she works with clients of all ages and in all stages of life. Haleh also leads Stearns women’s advisory practice where she focuses on issues surrounding women and finance, as well as ESG investing as a tool for creating social change. She is the author of two books; Women On Top: Women, Wealth & Social Change and Gray Divorce, Silver Linings: A Woman’s Guide to Divorce After 50. Haleh speaks at local and national events and serves as a media resource on a wide range of financial topics. Prior to joining SFG in 2011, Haleh used her CPA credential at Price Waterhouse Coopers and in a treasury and finance role at a public company.

Haleh Moddasser 2020 InvestmentNews Women to Watch Honoree

About Me

I’m a longtime resident of Durham, NC, have two adult children and enjoy painting and traveling with my husband, Gabe. When time allows, I conduct painting classes for aspiring adult artists and have occasionally exhibited and sold my work.


Education

BA – Journalism, University of North Carolina at Chapel Hill

Credentials & Professional Associations

Certified Public Accountant

Community Service

Haleh is a former member of the board at Carolina Meadows, the state’s largest continuing care facility, where she served as treasurer and chaired the board finance committee.

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