Kevin Patrick Sweeney

Nessuna posizione attualmente

Finance

Consumer Services

Profilo

Mr. Kevin P.
Sweeney is a Chief Legal Officer, Principal & Wealth Manager at Modera Wealth Management LLC.
As a Wealth Manager, he works with clients to determine their personal objectives and develop and implement financial planning and investment strategies designed to meet those goals.
He also is the Director of Financial Planning for the firm.
Prior to joining Modera, Mr. Sweeney spent twenty-one years practicing law in Boston.
His most recent position as a lawyer was with Menard, Murphy & Walsh, LLP, where he handled complex employment-related and other litigation cases.
He earned his Bachelor of Arts degree, magna cum laude, from the University of Notre Dame and his Juris Doctor degree, cum laude, from Cornell Law School.

Precedenti posizioni note di Kevin Patrick Sweeney

Società	Posizione	Fine
Back Bay Financial Group, Inc. Back Bay Financial Group, Inc. Investment ManagersFinance Founded in 1997 by Robert D. Siefert and John H. LeBlanc, Back Bay Financial Group, Inc. is an investment advisor firm located in Boston	Analista-Rendimento Fisso	28/12/2012
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.	Gestore di Portafoglio-Azioni	-

Vedi nel dettaglio l'esperienza di Kevin Patrick Sweeney

Formazione di Kevin Patrick Sweeney

University of Notre Dame	Undergraduate Degree
Cornell Law School	Graduate Degree

Esperienze
Posizioni ricoperte

Attive

Inattive

Società quotate in Borsa

Aziende private

Vedi nel dettaglio l'esperienza di Kevin Patrick Sweeney

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Società collegate

Aziende private	2
Back Bay Financial Group, Inc. Back Bay Financial Group, Inc. Investment ManagersFinance Founded in 1997 by Robert D. Siefert and John H. LeBlanc, Back Bay Financial Group, Inc. is an investment advisor firm located in Boston	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