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George Thomas Padula
Directeur en chef des Investissements chez
Modera Wealth Management LLC
Profil
Mr. George T.
Padula is a Chief Investment Officer, Wealth Manager & Principal at Modera Wealth Management LLC.
He specializes in small business owners, college planning, retirement planning, endowments and foundations and charitable giving.
He is an adjunct faculty member at Boston University teaching Investments in its Financial Planning Program.
Mr. Padula spent ten years at Danforth Associates, an investment advisory firm, serving as president from October 2004 to July 2008.
He earned a Master of Business Administration degree in finance from Boston College’s Carroll Graduate School of Management and a Bachelor of Arts degree from Colby College.
He holds both the Chartered Financial Analyst certification and the CERTIFIED FINANCIAL PLANNER certification.
Postes actifs de George Thomas Padula
| Sociétés | Poste | Début |
|---|---|---|
Modera Wealth Management LLC
 Modera Wealth Management LLC Investment ManagersFinance Modera Wealth aims to optimize the risk-return relationship appropriate to a client’s objectives and risk tolerance. They generally use mutual funds and exchange traded funds for all asset classes in a client portfolio. When utilizing individual stock investments, the firm follows a bottom-up process that seeks to identify high-quality companies, typically with market capitalizations of $3 billion or higher, that are currently trading at attractive or discounted valuations relative to history or to future growth prospects. Modera Wealth looks for companies with a long track record of consistent earnings and cash flow growth, healthy balance sheets, and competitive market positions. The firm prefers companies that engage in shareholder-friendly activities including a history of dividend payments and, when external growth opportunities are subpar, share buybacks. | Directeur en chef des Investissements | 01/01/2011 |
Anciens postes connus de George Thomas Padula
| Sociétés | Poste | Fin |
|---|---|---|
Back Bay Financial Group, Inc.
 Back Bay Financial Group, Inc. Investment ManagersFinance Back Bay places a long-term focus on diversity, cost consciousness and tax efficiency. Portfolios include several types of investments, including low cost index funds and ETFs, quantitatively passive funds and actively managed funds selected for their consistent style, performance record and low expenses. Back Bay invests in a range of asset classes with growth and value style characteristics. Allocations to each asset class are determined by the anticipated long-term return, correlation to other asset classes and anticipated volatility. Portfolios include an allocation of fixed-income securities that depend on the risk tolerance of the client. Alternative investments such as domestic and international REITs and absolute return funds provide further diversification that attempts to lower volatility without sacrificing returns. There are no direct investments in limited partnerships or private equity. Exposure to alternative asset classes is achieved by investing in mutual funds selected for their liquidity, marketability and transparency. Portfolios are exposed to a wide variety of asset classes with institutional shares of mutual funds that have lower expenses than equivalent retail funds. Tax efficiency is achieved by maintaining long-term focus and avoiding frequent buying and selling. Back Bay minimizes capital gains taxes by using techniques such as locating tax-inefficient funds in tax-deferred accounts, investing in municipal bonds and utilizing tax-managed funds. The firm offers access to Dimensional Fund Advisors, Inc., an institutional money manager that offers low-cost mutual funds with a unique passive-management strategy. The DFA philosophy is based on the belief that markets are efficient and that passive investing is the surest way to achieve higher after-tax, after-cost returns. DFA does not tie funds to commercial market indices. Instead, they construct funds using quantitative measures associated with sound academic theory. Their flexibility enables them to lower costs by engaging in fewer transactions than most index funds. This strategy is beneficial in the small-cap market, where low liquidity complicates indexing and DFA's presence helps them bargain for better prices. Back Bay provides services to individuals, foundations and endowments. | Gestionnaire de Portefeuille-Actions | 31/12/2010 |
The Danforth Associates, Inc.
 The Danforth Associates, Inc. Investment ManagersFinance Danforth focuses on investing in large-cap, blue chip companies that fall within the S&P 500 index. Their primary investment objective is to make all accounts grow, with reasonable caution, fast enough to reach a goal of future financial security. Before starting an account, they learn about their client's investment goals, risk tolerance, time horizon and overall financial picture. Once funded, their investment committee reviews each account and creates a diversified portfolio of domestic common stocks specifically tailored to each client. Danforth's investment committee uses a top-down investment approach. First, they select a group of winning industries within the S&P 500. Then, from among those winning industries, a group of winning stocks is selected. Through their disciplined investment approach, they identify those attractive industries that are most likely to outperform the market in the future. When selecting stocks within those industries, they conduct fundamental and technical analysis. Danforth seeks out companies that can reliably increase and sustain their long-term earnings because of compelling competitive advantages. They look for companies with industry leading products and services, stable or increasing profit margins, economies of scale, purchasing power, superior management and exceptional financial strength. Their analysis also includes six primary selection yardsticks to sift out the best opportunities: comparative strength index, value analysis, growth momentum, stability, risk and quality. Their research capabilities include numerous subscriptions to independent research as well as institutional research from Wall Street, but the investment committee makes final stock selections. | President | 30/05/2008 |
Biolase SpA
 Biolase SpA Environmental ServicesIndustrial Services Provides biological wastewater treatment services | Directeur Général | - |
Formation de George Thomas Padula
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
30
Relations au 1er degré
6
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
The Danforth Associates, Inc.
The Danforth Associates, Inc. Investment ManagersFinance Danforth focuses on investing in large-cap, blue chip companies that fall within the S&P 500 index. Their primary investment objective is to make all accounts grow, with reasonable caution, fast enough to reach a goal of future financial security. Before starting an account, they learn about their client's investment goals, risk tolerance, time horizon and overall financial picture. Once funded, their investment committee reviews each account and creates a diversified portfolio of domestic common stocks specifically tailored to each client. Danforth's investment committee uses a top-down investment approach. First, they select a group of winning industries within the S&P 500. Then, from among those winning industries, a group of winning stocks is selected. Through their disciplined investment approach, they identify those attractive industries that are most likely to outperform the market in the future. When selecting stocks within those industries, they conduct fundamental and technical analysis. Danforth seeks out companies that can reliably increase and sustain their long-term earnings because of compelling competitive advantages. They look for companies with industry leading products and services, stable or increasing profit margins, economies of scale, purchasing power, superior management and exceptional financial strength. Their analysis also includes six primary selection yardsticks to sift out the best opportunities: comparative strength index, value analysis, growth momentum, stability, risk and quality. Their research capabilities include numerous subscriptions to independent research as well as institutional research from Wall Street, but the investment committee makes final stock selections. | Finance |
Back Bay Financial Group, Inc.
Back Bay Financial Group, Inc. Investment ManagersFinance Back Bay places a long-term focus on diversity, cost consciousness and tax efficiency. Portfolios include several types of investments, including low cost index funds and ETFs, quantitatively passive funds and actively managed funds selected for their consistent style, performance record and low expenses. Back Bay invests in a range of asset classes with growth and value style characteristics. Allocations to each asset class are determined by the anticipated long-term return, correlation to other asset classes and anticipated volatility. Portfolios include an allocation of fixed-income securities that depend on the risk tolerance of the client. Alternative investments such as domestic and international REITs and absolute return funds provide further diversification that attempts to lower volatility without sacrificing returns. There are no direct investments in limited partnerships or private equity. Exposure to alternative asset classes is achieved by investing in mutual funds selected for their liquidity, marketability and transparency. Portfolios are exposed to a wide variety of asset classes with institutional shares of mutual funds that have lower expenses than equivalent retail funds. Tax efficiency is achieved by maintaining long-term focus and avoiding frequent buying and selling. Back Bay minimizes capital gains taxes by using techniques such as locating tax-inefficient funds in tax-deferred accounts, investing in municipal bonds and utilizing tax-managed funds. The firm offers access to Dimensional Fund Advisors, Inc., an institutional money manager that offers low-cost mutual funds with a unique passive-management strategy. The DFA philosophy is based on the belief that markets are efficient and that passive investing is the surest way to achieve higher after-tax, after-cost returns. DFA does not tie funds to commercial market indices. Instead, they construct funds using quantitative measures associated with sound academic theory. Their flexibility enables them to lower costs by engaging in fewer transactions than most index funds. This strategy is beneficial in the small-cap market, where low liquidity complicates indexing and DFA's presence helps them bargain for better prices. Back Bay provides services to individuals, foundations and endowments. | Finance |
Boston College
 Boston College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Colby College
 Colby College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Modera Wealth Management LLC
Modera Wealth Management LLC Investment ManagersFinance Modera Wealth aims to optimize the risk-return relationship appropriate to a client’s objectives and risk tolerance. They generally use mutual funds and exchange traded funds for all asset classes in a client portfolio. When utilizing individual stock investments, the firm follows a bottom-up process that seeks to identify high-quality companies, typically with market capitalizations of $3 billion or higher, that are currently trading at attractive or discounted valuations relative to history or to future growth prospects. Modera Wealth looks for companies with a long track record of consistent earnings and cash flow growth, healthy balance sheets, and competitive market positions. The firm prefers companies that engage in shareholder-friendly activities including a history of dividend payments and, when external growth opportunities are subpar, share buybacks. | Finance |
Biolase SpA
Biolase SpA Environmental ServicesIndustrial Services Provides biological wastewater treatment services | Industrial Services |
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