Adam Joseph Leone
Membro del Comitato di Investimento presso Modera Wealth Management LLC
Posizioni attive di Adam Joseph Leone
| Società | Posizione | Inizio | Fine |
|---|---|---|---|
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 | - |
| Gestore di Portafoglio-Azioni | 01/01/2011 | - |
Storia della carriera di Adam Joseph Leone
Precedenti posizioni note di Adam Joseph Leone
| Società | Posizione | Inizio | 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 |
Statistiche
Distribuzione geografica
| Stati Uniti | 5 |
Posizioni
| Analyst-Equity | 1 |
| Undergraduate Degree | 1 |
| Investment Committee Member | 1 |
Settori
| Finance | 3 |
| Consumer Services | 2 |
| Commercial Services | 2 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
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 |
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 |
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