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Peter John Somich
Analyst-Equity chez
Modera Wealth Management LLC
Profil
Mr. Peter J.
Somich is a Director of Mergers & Acquisitions at Modera Wealth Management LLC.
He sits on Modera’s Investment Committee and focuses on investment research.
He also oversees the firm’s portfolio management processes including rebalancing client portfolios, reconciling client accounts and aiding wealth managers in portfolio implementations.
In addition, he supports many of the firm’s institutional relationships and often meets with these clients to review portfolio performance and positioning.
He is a member of the Boston Security Analysts Society, National Association of Personal Financial Advisors as well as NAPFA Genesis.
He graduated from Boston College with a Bachelor of Arts degree in mathematics and economics, and went on to earn a Master of Science in finance from Syracuse University.
He holds the Chartered Financial Analyst certification, the CERTIFIED FINANCIAL PLANNER certification and a Series 65 License.
Postes actifs de Peter John Somich
| 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. | Analyst-Equity | 01/01/2014 |
Formation de Peter John Somich
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
72
Relations au 1er degré
3
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Boston College
 Boston College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Syracuse University
 Syracuse University 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 |
