![Adam Joseph Leone](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Adam Joseph Leone
Membro del Comitato di Investimento presso Modera Wealth Management LLC
Profilo
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.
Posizioni attive di Adam Joseph Leone
Società | Posizione | Inizio |
---|---|---|
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. | Membro del Comitato di Investimento | 01/01/2011 |
Precedenti posizioni note di Adam Joseph Leone
Società | Posizione | Fine |
---|---|---|
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 | - |
Formazione di Adam Joseph Leone
The University of North Carolina at Charlotte | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 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 |
IBM Business Consulting /Int'l Group Consulting Practice/ | Commercial Services |
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 |
- Borsa valori
- Insiders
- Adam Joseph Leone