Tom Orecchio
Vorstandsvorsitzender bei Modera Wealth Management LLC
Profil
Mr. Thomas A.
Orecchio, CFA, is a Chief Executive Officer, Principal & Wealth Manager at Modera Wealth Management LLC.
Mr. Orecchio was previously employed as an Executive Vice President by Greenbaum & Orecchio, Inc., a Principal by Heritage Financial Group, Inc. (Georgia), and a General Counsel by Lafayette College.
He also served on the board at Invest in Kids.
He received his B.A.
in Government and Law from Lafayette College.
Aktive Positionen von Tom Orecchio
| Unternehmen | Position | Beginn |
|---|---|---|
Modera Wealth Management LLC
 Modera Wealth Management LLC Investment ManagersFinance Modera Wealth Management LLC is a SEC-registered investment advisor headquartered in Westwood, New Jersey. They are a subsidiary of Modera Capital, Inc. The firm was founded in 2011 by the merger of Back Bay Financial Group, Inc. and Modera Capital (formerly Modera, Inc.). Modera Wealth Management offers asset management services to individuals, high net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations (including foundations and endowments), corporations, and business entities. | Vorstandsvorsitzender | 01.01.2011 |
Ehemalige bekannte Positionen von Tom Orecchio
| Unternehmen | Position | Ende |
|---|---|---|
Greenbaum & Orecchio, Inc.
 Greenbaum & Orecchio, Inc. Investment ManagersFinance Greenbaum and Orecchio, Inc. is a registered investment advisor firm located in Old Tappan, New Jersey | Analyst-Equity | 31.12.2008 |
| HERITAGE FINANCIAL GROUP INC | Corporate Officer/Principal | - |
| Invest in Kids | Corporate Officer/Principal | - |
| Lafayette College | General Counsel | - |
Ausbildung von Tom Orecchio
| Lafayette College | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 4 |
|---|---|
Greenbaum & Orecchio, Inc.
Greenbaum & Orecchio, Inc. Investment ManagersFinance Greenbaum and Orecchio, Inc. is a registered investment advisor firm located in Old Tappan, New Jersey | Finance |
| Invest in Kids | Miscellaneous |
Modera Wealth Management LLC
Modera Wealth Management LLC Investment ManagersFinance Modera Wealth Management LLC is a SEC-registered investment advisor headquartered in Westwood, New Jersey. They are a subsidiary of Modera Capital, Inc. The firm was founded in 2011 by the merger of Back Bay Financial Group, Inc. and Modera Capital (formerly Modera, Inc.). Modera Wealth Management offers asset management services to individuals, high net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations (including foundations and endowments), corporations, and business entities. | Finance |
Heritage Financial Group, Inc. (Georgia)
 Heritage Financial Group, Inc. (Georgia) Savings BanksFinance Heritage Financial Group, Inc. operates as a bank holding company, which provides commercial banking, retail banking, mortgage banking and wealth management activities through its subsidiary, HeritageBank of the South. It provides credit based products, deposit accounts, corporate cash management, investment support and other services to commercial and retail clients. The company operates its business through two segments: Banking and Mortgage Banking. Heritage Financial Group was founded in May 2010 and is headquartered in Albany, GA. | Finance |
