Haleh Moddasser, CPA

SVP, Partner at Stearns Financial Group
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Bio

Haleh (pronounced Holly) is the senior vice president and lead advisor Stearns Financial Group's Chapel Hill office, 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.

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.
Education

BA – Journalism, University of North Carolina at Chapel Hill

Certified Public Accountant

Haleh has authored two books, Women on Top: Women, Wealth & Social Change (Amazon 2020) and Gray Divorce, Silver Linings: A Woman’s Guide to Divorce After 50 (Amazon 2017).

She is frequently asked to be interviewed, speak or write about financial subjects. In 2020, she was named to InvestmentNews' "Women to Watch" list. In 2021, she was named a "Luminary" by ThinkAdvisor.com for her leadership in the financial advisory profession.

Recent Quotes
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  • Haleh Moddasser was invited to speak at the InvestmentNews Summit and Film Festival held in collaboration with the United Nations office for Partnerships. Moddasser explained to the gathering of industry change-makers that when an ESG fund’s fees are in line with those of traditional investments, investors typically opt for the ESG fund (December 2020). InvestmentNews also listed Haleh Moddasser among their 2020 Women to Watch, recognizing her leadership around ESG investing strategies and financial education.

    ESG investing “isn’t a granola proposition anymore.” It can reduce portfolio risk and reap “comparable, if not better returns over the long term." ~ ThinkAdvisor (August 2020)

    https://www-thinkadvisor-com.cdn.ampproject.org/c/s/www.thinkadvisor.com/2020/08/19/esg-investing-not-just-for-tree-huggers-anymore/?amp=1

    10 May 2021
  • Haleh Moddasser, managing partner at Stearns Financial in Chapel Hill, North Carolina, encourages women to use ESG investing to “own your wealth” and “empower yourself and others.”

    “By doing so, women can impact the social changes required to equalize the playing field,” she says.

    “ESG investing has been shown to achieve comparable, if not better, returns with lower risk. Honestly, it’s a no-brainer for women,” she says.

    6 May 2021
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    6 May 2021
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    6 May 2021
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    6 May 2021
Employment
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  • Stearns Financial Group
    SVP, Partner