Kevin P. Sweeney

Chief Legal Officer, Principal & Wealth Manager at Modera Wealth Management

Kevin P. Sweeney is currently the Chief Legal Officer, Principal, and Wealth Manager at Modera Wealth Management. Kevin has been with Modera since January 2011 and in their current role since June 2012. Prior to joining Modera, Kevin was a Wealth Manager at Back Bay Financial Group, Inc. from December 2007 to December 2010.

Kevin P. Sweeney has a J.D., cum laude, in Law from Cornell Law School and a B.A., magna cum laude, in Government from University of Notre Dame. Kevin is certified by the CFP Board as a Certified Financial Planner and by the Supreme Judicial Court of Massachusetts as a Member of the Bar of the Supreme Judicial Court of Massachusetts.

They work with Theresa Apruzzese Days - Principal & Chief Compliance Officer, Adam Leone - Principal & Wealth Manager, and Kelly A. Henning - Principal & Wealth Manager. Their manager is Tom Orecchio, CEO, Principal & Wealth Manager.

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Timeline

  • Chief Legal Officer, Principal & Wealth Manager

    Current role

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