Leadership Team

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

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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
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Charles P. Boinske

Chief Visionary Officer, Wealth Manager & Principal

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

Jeff Urich

Director of Finance
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Jennifer Faherty

Head of Coaching, Principal

Joe McCuine, CFA®

Chief Financial Officer
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John J. Ceparano

Wealth Manager, Principal

Judson Meinhart

Director of Financial Planning, Wealth Manager & Principal
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Kelly A. Henning

Wealth Manager, Principal
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Laurie A. Vitali

Chief People Officer

Mark Lewis

Director of Facilities, Principal

Neal Nolan

Director of Business Retirement Services, Wealth Manager & Principal
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Noemi Perez

Director of Human Resources
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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
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Tom Orecchio

Chief Executive Officer, Wealth Manager & Principal

Tracy Clark

Director of Marketing, Principal

Other roles