![Adam Leone](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Adam Leone
Gestore di Portafoglio-Azioni presso
Modera Wealth Management LLC
Profilo
Mr. Adam J.
Leone is a Chief Wealth Management Officer & Wealth Manager at Modera Wealth Management LLC.
He is responsible for both the big picture and day-to-day execution of Modera’s mission to deliver exceptional service to clients.
He leads the firm’s overall wealth management strategy, ensuring high-quality, personalized service for clients across financial planning, investment management, tax, and estate solutions.
Working closely with advisors, leadership, and strategic partners, Mr. Leone focuses on driving growth through client acquisition and retention, cultivating a high-performing advisory team, and championing innovation in products and platforms.
He plays a pivotal role in aligning the firm’s wealth offerings with evolving client needs and long-term business goals.
He joined Modera in 2006 and has worked in client service, operations, advisory support, advisory leadership, and executive management capacities.
He also led the portfolio management team for several years and developed processes to manage client portfolios.
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 Leone
| Società | Posizione | Inizio |
|---|---|---|
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. | Gestore di Portafoglio-Azioni | 01/01/2011 |
Precedenti posizioni note di Adam Leone
| Società | Posizione | Fine |
|---|---|---|
Greenbaum & Orecchio, Inc.
 Greenbaum & Orecchio, Inc. Investment ManagersFinance GOI's investment philosophy integrates comprehensive financial planning and customized investment counsel in an all-encompassing service to accomplish clients' short and long-term financial goals. The firm designs portfolios that also include unique alternative investments, including direct investments in unique real estate, oil and gas royalties, hedge funds, venture capital and more. | Analyst-Equity | 31/12/2008 |
IBM Business Consulting /Int'l Group Consulting Practice/
 IBM Business Consulting /Int'l Group Consulting Practice/ Miscellaneous Commercial ServicesCommercial Services Provide consulting services | Corporate Officer/Principal | - |
Formazione di Adam Leone
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
43
Relazioni di 1° grado
4
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 4 |
|---|---|
Greenbaum & Orecchio, Inc.
Greenbaum & Orecchio, Inc. Investment ManagersFinance GOI's investment philosophy integrates comprehensive financial planning and customized investment counsel in an all-encompassing service to accomplish clients' short and long-term financial goals. The firm designs portfolios that also include unique alternative investments, including direct investments in unique real estate, oil and gas royalties, hedge funds, venture capital and more. | Finance |
IBM Business Consulting /Int'l Group Consulting Practice/
IBM Business Consulting /Int'l Group Consulting Practice/ Miscellaneous Commercial ServicesCommercial Services Provide consulting services | Commercial 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 |
The University of North Carolina at Charlotte
 The University of North Carolina at Charlotte Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
