Modera Wealth Management
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- Finance and Taxation
Finance and Taxation
About
The Finance and Taxation team at Modera Wealth Management focuses on optimizing clients' financial strategies through comprehensive tax planning, investment management, and compliance oversight. They work collaboratively to ensure efficient asset allocation, maximize wealth retention, and provide expert guidance on tax-related matters, enhancing the overall financial well-being of clients.
Team members
Adam Leone
Chief Wealth Management Office...
George T. Padula
Principal, Wealth Manager And ...
John J. Ceparano
Principal, Wealth Manager And ...
Karen R. Keatley
Principal & Chief Wealth Manag...
Kelly A. Henning
Principal & Wealth Manager
Kevin P. Sweeney
Chief Legal Officer, Principal...
Peter Somich
Principal & Director of Financ...
Theresa Apruzzese Da...
Principal And Chief Compliance...
Timothy Clark
Principal And Wealth Manager
Tom Orecchio
Chief Executive Officer
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