Adam Joseph Leone

Membre du Comité d'Investissement chez Modera Wealth Management LLC

Finance

Consumer Services

Commercial Services

Postes actifs de Adam Joseph Leone

Sociétés	Poste	Début	Fin
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	-
	Gestionnaire de Portefeuille-Actions	01/01/2011	-

Sociétés	Poste	Début	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	-	-

The University of North Carolina at Charlotte

Undergraduate Degree

Internationale

Etats-Unis

Opérationnelle

Analyst-Equity	1
Undergraduate Degree	1
Investment Committee Member	1

Sectorielle

Fonctions occupées

Actives

Inactives

Sociétés cotées

Entreprise privées

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