The Leadership Team at Modera Wealth Management is responsible for setting the strategic direction of the firm, overseeing operations, and ensuring the delivery of exceptional wealth management services. This team, comprised of experienced principals in various leadership roles, collaborates to enhance client experiences, drive compliance, manage investments, and cultivate a strong organizational culture, ultimately aiming to foster long-term client relationships and sustainable growth.
Adam Leone
Chief Wealth Management Office...
Charles P. Boinske
Chief Visionary Officer I Weal...
George T. Padula
Principal, Wealth Manager And ...
Jeanne Owens
Director Of Operations
Karen R. Keatley
Principal & Chief Wealth Manag...
Laurie A. Vitali
Principal & Chief People Offic...
Peter Somich
Principal & Director of Financ...
Theresa Apruzzese Da...
Principal And Chief Compliance...
Timothy Clark
Principal And Wealth Manager
Tom Orecchio
Chief Executive Officer