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Leadership Team

Meet the leaders who set the vision for Modera and maintain our tight focus on helping you thrive.

Modera-Wealth-New-Jersey-Adam-Leone-1200px — Adam Leone

Chief Wealth Management Officer, Wealth Manager & Principal

Anna Lui

Director of Growth Initiatives, Principal

Bill Hansen

Co-Chief Investment Officer, Principal

Brad Burlingham

Tax Manager, Principal

Bryan Burchette

Director of Information Systems & Security

Modera-Wealth-Philadelphia-Charles-Boinske-1200px — Charles P. Boinske

Chief Visionary Officer, Wealth Manager & Principal

Dan Sciarretta

Director of Client Service

Eric Richbourg

Director of Technology

George T. Padula

Co-Chief Investment Officer, Wealth Manager & Principal

Harli Palme

Chief Operating Officer, Principal

Jeanne Owens

Director of Operations & Integration, Principal

Modera-Wealth-New-Jersey-Jennifer-Faherty-1200px — Jennifer Faherty

Head of Coaching, Principal

Joe McCuine

Chief Financial Officer, President

Modera-Wealth-Florida-John-Ceparano-1200px — John J. Ceparano

Wealth Manager, Principal

Judson Meinhart

Director of Financial Planning, Wealth Manager & Principal

Modera-Wealth-New-Jersey-Kelly-Henning-1200px — Kelly A. Henning

Wealth Manager, Principal

Modera-Wealth-Atlanta-Laurie-Vitali-1200px — Laurie A. Vitali

Chief People Officer

Mark Lewis

Director of Facilities, Principal

Meredith Otterbein

Director of Advisory Services

Neal Nolan

Director of Business Retirement Services, Wealth Manager & Principal

Modera-Wealth-New-Jersey-Noemi-Perez-1200px — Noemi Perez

Director of Human Resources

Modera-Wealth-Boston-Peter-Somich-1200px — Peter Somich

Director of Mergers & Acquisitions, Principal

Regan Fad, J.D.

General Counsel

Rick Manske

Chief Growth Officer, Principal

Sarah DerGarabedian

Director of Investment Management, Principal

Theresa Apruzzese Days

Chief Compliance Officer, Principal

Timothy Clark

Wealth Manager, Principal

Modera-Wealth-New-Jersey-Tom-Orecchio-1200px — Tom Orecchio

Chief Executive Officer, Wealth Manager & Principal

Other roles

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Our hearts go out to all those impacted by Hurricane Helene. At this time, our Asheville, South Asheville, and Tryon offices are closed, and communication will be redirected to one of our other locations where someone can assist you.