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Modera Wealth Management

2 followers

‌

Modera specializes in providing wealth management and portfolio management services.

Industries

Finance, Insurance

Headquarters

Westwood, United States

Employees

51-200

Links

Org chart

Tom Orecchio
Chief Executive Officer

Tom Orecchio

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Laurie A. Vitali
Principal & Chief People Officer/chro
Timothy Clark
Principal And Wealth Manager
Charles P. Boinske
Chief Visionary Officer I Wealth Manager I Podcaster
Peter Somich
Principal & Director of Finance
George T. Padula
Principal, Wealth Manager And Chief Investment Officer
Theresa Apruzzese Days
Principal And Chief Compliance Officer
Karen R. Keatley
Principal & Chief Wealth Management Officer
Noemi Perez
Director of Human Resources
Jeanne Owens
Director Of Operations
Adam Leone
Chief Wealth Management Officer
Kelly A. Henning
Principal & Wealth Manager
Jennifer Faherty
Head Of Coaching
Kevin P. Sweeney
Chief Legal Officer, Principal & Wealth Manager
John J. Ceparano
Principal, Wealth Manager And Co-director Of Retirement Business Services

Teams

+14

Finance and Taxation

17 members

+11

Leadership Team

14 members

+3

Operations Team

6 members

+2

Wealth Management Team

5 members

+1

Human Resources and People Management

4 members

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