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Tom Orecchio
Amministratore Delegato presso
Modera Wealth Management LLC
Profilo
Mr. Thomas A. Orecchio, CFA, is a Chief Executive Officer, Wealth Manager & Principal at Modera Wealth Management LLC.
He has over 25 years of experience in wealth management.
He is actively involved in the community as director of the Modera Wealth Management Scholarship Fund and is on the board of directors for the Modera Charitable Foundation.
He also sits on the Northeast Advisory Board for Layfette College.
Mr. Orecchio has served as a board member of the finance committee for the Cathedral of Saint John the Theologian and also Northvale PAL, Inc.
Mr. Orecchio's career began at Heritage Financial where he worked as a financial planner.
In 1995, he joined the firm Greenbaum and Associates where he later became a partner.
His role as a principal and wealth manager continued as the firm grew and evolved into Greenbaum and Orecchio and then into its current entity, Modera Wealth Management, LLC.
He received his B.A. in government and law from Lafayette College.
He holds the Chartered Financial Analyst designation and is a CERTIFIED FINANCIAL PLANNER professional.
He is also a Chartered Financial Consultant, a Chartered Life Underwriter and an Accredited Investment Fiduciary.
Posizioni attive di Tom Orecchio
| 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. | Amministratore Delegato | 01/01/2011 |
Precedenti posizioni note di Tom Orecchio
| 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 |
| HERITAGE FINANCIAL GROUP INC | Corporate Officer/Principal | - |
Invest in Kids
 Invest in Kids Investment Trusts/Mutual FundsMiscellaneous Operates as a charitable organization | Corporate Officer/Principal | - |
Lafayette College
 Lafayette College Other Consumer ServicesConsumer Services Functions as a College/University | Consigliere Generale | - |
Formazione di Tom Orecchio
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
28
Relazioni di 1° grado
5
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 5 |
|---|---|
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 |
Lafayette College
Lafayette College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Invest in Kids
Invest in Kids Investment Trusts/Mutual FundsMiscellaneous Operates as a charitable organization | Miscellaneous |
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 |
Heritage Financial Group, Inc. (Georgia)
 Heritage Financial Group, Inc. (Georgia) Savings BanksFinance Operates as a bank holding company | Finance |
