MODERA WEALTH MANAGEMENT, LLC

MODERA WEALTH MANAGEMENT, LLC of WESTWOOD, NJ is an SEC-registered investment adviser (CRD 155649). Regulatory assets under management: $17.7B.

Registration

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.

Officers, owners & control persons (49)

Showing 25 of 49 people.

NameRoleLocation
Thomas Anthony OrecchioELECTED MANAGER AND CHIEF EXECUTIVE OFFICER; SHAREHOLDER
John Joseph CeparanoELECTED MANAGER
Theresa Apruzzese DaysCHIEF COMPLIANCE OFFICER AND PRINCIPALBoston, MA
George Thomas PadulaELECTED MANAGER
Harli Lynn PalmeAPPOINTED MANAGER, CHIEF OPERATING OFFICER; CHIEF OPERATING OFFICER
Benjamin John RobinsAPPOINTED MANAGER; MEMBER
Yvonne Nadinne KannerMEMBER
Steven Edward CortezMEMBER
Regan Darby FadCHIEF LEGAL OFFICER
Ethan Jay WangAPPOINTED MANAGER
Mark Anthony WilloughbyAPPOINTED MANAGER; ELECTED MANAGER; TRUSTEE
Michael John ZiemerELECTED MANAGER
Sarah Duffell DergarabedianELECTED MANAGER
Patrick Dennis RunyenELECTED MANAGER
James Peter KippCHIEF FINANCIAL OFFICER
Joseph Edward MccuineCHIEF FINANCIAL OFFICER; PRESIDENT
Gaurav MallikCHIEF INVESTMENT OFFICER
Kelly Ann HenningELECTED MANAGER
Richard Dale ManskeAPPOINTED MANAGER
MCCUINE JOSEPH EDWARDCHIEF FINANCIAL OFFICER
PADULA GEORGE THOMASELECTED MANAGER; OFFICER
MANSKE RICHARD DALEAPPOINTED MANAGER
BOINSKE CHARLES PHILIPMEMBER, APPOINTED MANAGER
BERNHARDT GORDON JOELAPPOINTED MANAGER
CLARK TIMOTHY ROGERAPPOINTED MANAGER

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