Adam Leone is currently serving as the Chief Wealth Management Officer at Modera Wealth Management. Prior to this role, Adam held various positions at IBM Business Consulting Services and PriceWaterhouseCoopers as a Consultant. Adam holds a Bachelor of Science degree in Business/Finance from North Carolina State University. Additionally, Adam participated in a Semester At Sea program in 1999.
Current role
Principal & Wealth Manager at Modera Wealth Management
Principal, Wealth Manager, & Chief Visionary Officer at Modera Wealth Management
Principal & Wealth Manager at Modera Wealth Management
Principal & Wealth Manager at Modera Wealth Management
Founding Principal, Wealth Manager at Savvy