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Modera Wealth Management CEO and executives

Executive Summary. Based on our data team's research, Thomas Orecchio is the Modera Wealth Management's CEO. Modera Wealth Management has 79 employees, of which 23 are in a leadership position.
Here are further demographic highlights of the leadership team:
  • The Modera Wealth Management executive team is 57% female and 43% male.
  • 59% of the management team is White.
  • 22% of Modera Wealth Management management is Hispanic or Latino.
  • 10% of the management team is Black or African American.
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Name & TitleBio
Thomas Orecchio

CEO

Anna Lui

Board Member

New Jersey Office

Board Member

Timothy Clark

Principal & Wealth Manager

Charles P. Boinske Cfa

Principal, Wealth Manager, & Chief Visionary Officer

Charles P. Boinske Cfa's LinkedIn

Charles P. Boinske CFA is a Seasoned Wealth & Investment Advisor | Global Financial Keynote Speaker | President of Independence Advisors, LLC at INDEPENDENCE ADVISORS LLC and Chief Visionary Officer I Wealth Manager I Podcaster at Modera Wealth Management and is based in Wayne, Pennsylvania. He has worked as Financial & Investment Advisor Wealth Management Consultant CEO at INDEPENDENCE ADVISORS LLC, Sales & Client Relationship Management Advisor Vice President at Valley Forge Asset Management, and Registered Investment Advisor (RIA) Financial & Investment Advisor President at INDEPENDENCE ADVISORS LLC. Charles attended Penn State University between 1980 and 1984.

George T. Padula

Chief Investment Officer, Principal & Wealth Manager

George T. Padula's LinkedIn

George Padula is a Principal and Wealth Manager of Modera Wealth Management, LLC. He specializes in small business owners, college planning, retirement planning, endowments and foundations and charitable giving. In addition, George also serves as Modera's Chief Investment Officer.

Before joining Modera, George spent ten years at Danforth Associates, an investment advisory firm, serving as president from October 2004 to July 2008. While there, he was responsible for developing and directing multifaceted wealth strategies for high net worth clients and providing leadership and expertise on investment strategies, markets and economic trends. George holds both the Chartered Financial Analyst® certification and the CERTIFIED FINANCIAL PLANNER™ certification.

George’s professional affiliations include the Financial Planning Association (FPA), National Association of Personal Financial Advisors (NAPFA), the Boston Security Analysts Society, the Boston Estate Planning Council and CFA® Institute. George is an adjunct faculty member at Boston University teaching Investments in its Financial Planning Program.

Through a partnership with the FPA of Massachusetts and the Dana-Farber Cancer Institute, George provides pro bono financial planning services to cancer patients and their families.

Due to regulatory considerations, please note that I cannot accept any endorsements or recommendations. As a result, please do not endorse Modera Wealth Management, LLC or me or post any endorsements of either on my LinkedIn page. Also, please be advised that Modera Wealth Management, LLC and I are not responsible for any post here by any third party and do not encourage anyone to post here on our behalf.

Kevin P. Sweeney

Chief Legal Officer, Principal & Wealth Manager

Kevin P Sweeney is a Chief Compliance Ofcr/Principal at Modera Wealth Management. He has worked as COO/Chief Compliance Officer at Modera Wealth Management. Kevin attended Cornell University Law School and University of Notre Dame.

Adam Leone

Principal & Wealth Manager

Jeanne Owens

Board Member

Jennifer Faherty

Principal & Chief Client Experience Officer

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Modera Wealth Management board members

Name & TitleBio
Anna Lui

Board Member

New Jersey Office

Board Member

Jeanne Owens

Board Member

Noemi Perez

Board Member

Carol Brigante

Board Member

Elizabeth Brozena

Board Member

Eve Kaplan

Board Member

Matthew Wittenstein

Board Member

Stacey Dougherty

Board Member

Tom Kolefas

Board Member

Modera Wealth Management executives FAQs

Zippia gives an in-depth look into the details of Modera Wealth Management, including salaries, political affiliations, employee data, and more, in order to inform job seekers about Modera Wealth Management. The employee data is based on information from people who have self-reported their past or current employments at Modera Wealth Management. The data on this page is also based on data sources collected from public and open data sources on the Internet and other locations, as well as proprietary data we licensed from other companies. Sources of data may include, but are not limited to, the BLS, company filings, estimates based on those filings, H1B filings, and other public and private datasets. While we have made attempts to ensure that the information displayed are correct, Zippia is not responsible for any errors or omissions or for the results obtained from the use of this information. None of the information on this page has been provided or approved by Modera Wealth Management. The data presented on this page does not represent the view of Modera Wealth Management and its employees or that of Zippia.

Modera Wealth Management may also be known as or be related to Modera Wealth Management and Modera Wealth Management, Llc.