Tom Orecchio
Amministratore Delegato presso Modera Wealth Management LLC
Profilo
Mr. Thomas A.
Orecchio, CFA, is a Chief Executive Officer, Principal & Wealth Manager at Modera Wealth Management LLC.
Mr. Orecchio was previously employed as an Executive Vice President by Greenbaum & Orecchio, Inc., a Principal by Heritage Financial Group, Inc. (Georgia), and a General Counsel by Lafayette College.
He also served on the board at Invest in Kids.
He received his B.A.
in Government and Law from Lafayette College.
Posizioni attive di Tom Orecchio
| 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. | Amministratore Delegato | 01/01/2011 |
Precedenti posizioni note di Tom Orecchio
| 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 |
| HERITAGE FINANCIAL GROUP INC | Corporate Officer/Principal | - |
| Invest in Kids | Corporate Officer/Principal | - |
| Lafayette College | Consigliere Generale | - |
Formazione di Tom Orecchio
| Lafayette College | 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 | 4 |
|---|---|
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 |
| Invest in Kids | Miscellaneous |
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 |
Heritage Financial Group, Inc. (Georgia)
 Heritage Financial Group, Inc. (Georgia) Savings BanksFinance Heritage Financial Group, Inc. operates as a bank holding company, which provides commercial banking, retail banking, mortgage banking and wealth management activities through its subsidiary, HeritageBank of the South. It provides credit based products, deposit accounts, corporate cash management, investment support and other services to commercial and retail clients. The company operates its business through two segments: Banking and Mortgage Banking. Heritage Financial Group was founded in May 2010 and is headquartered in Albany, GA. | Finance |
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