,CFA®, CFP®, ChFC®, AIF®
Tom’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.
Tom received his B.A. in government and law from Lafayette College and went on to earn some of the most recognized credentials in the industry. 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.
Tom is a National Association of Personal Financial Advisors (NAPFA) registered financial advisor. He has demonstrated his leadership and commitment to fiduciary standards in the industry by serving as NAPFA Chairman (2007-08) and as a national board member (2004-08). In 2013, Tom was the recipient of the NAFPA Robert J. Underwood Distinguished Service Award. He is an active member of the CFA® Institute, the National CEO Study Group, and the 20/20 National Study Group.
Tom 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. Tom has served as a board member of the finance committee for the Cathedral of Saint John the Theologian and also Northvale PAL, Inc. In addition, he has served as NV Eagles Youth Football president, Bergen County Junior Football League treasurer, and has sat on the board of directors for the youth baseball league in his town. Tom loves spending time with his family and three sons and often can be found on the football or baseball field coaching his sons’ teams.
What do you value most in your client relationships?
The personal bonds we create and the ability to help clients achieve their goals.
What sparked your interest in financial planning?
Money can be a powerful tool in helping to achieve one’s goals and secure financial independence; but only when used correctly and kept in perspective.
What do you enjoy most about working at Modera?
The people. Our staff makes coming to work a pleasure.
Where did you grow up? Where do you live now?
Grew up in and around the communities that our NJ office serve. Live in Old Tappan since 1999.
Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER®, Chartered Financial Consultant®, Accredited Investment Fiduciary®
Member Northeast Advisory Board – Lafayette College
Member Finance Committee of the Cathedral of Saint John The Theologian
Board Member – Northvale PAL, Inc.
President – NV Eagles Youth Football
Treasurer – Bergen County Junior Football League
Member – 20/20 National Study Group
Member – National CEO Study Group
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