Adam Joseph Leone
Membre du Comité d'Investissement chez Modera Wealth Management LLC
Profil
Mr. Adam J.
Leone is a Chief Wealth Management Officer & Wealth Manager at Modera Wealth Management LLC.
His main responsibilities include helping clients develop their financial plans, implementing wealth management strategies and managing clients’ investment portfolios.
He has extensive experience working in all areas of financial planning, including retirement planning, estate planning, tax planning and risk management.
He also works with a number of nonprofit organizations and trusts on portfolio design and implementation.
In addition to working with clients, he serves on the firm’s Financial Planning Committee and the Investment Committee.
He also manages the firm’s portfolio rebalancing processes, acting as a key liaison between the Operations and Wealth Management departments.
He is a member of the National Association of Personal Financial Advisors.
Prior to joining Modera, Mr. Leone was a consultant with IBM Business Consulting Services.
He received a Bachelor's Degree in Business Management from North Carolina State University.
He holds the CERTIFIED FINANCIAL PLANNER and Chartered Financial Consultant professional certifications.
Postes actifs de Adam Joseph Leone
| Sociétés | Poste | Début |
|---|---|---|
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. | Membre du Comité d'Investissement | 01/01/2011 |
Anciens postes connus de Adam Joseph Leone
| Sociétés | Poste | Fin |
|---|---|---|
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 |
| IBM Business Consulting /Int'l Group Consulting Practice/ | Corporate Officer/Principal | - |
Formation de Adam Joseph Leone
| The University of North Carolina at Charlotte | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
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 |
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 |
| IBM Business Consulting /Int'l Group Consulting Practice/ | Commercial Services |
