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
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Anna Lui

Director of Growth Initiatives, Principal

Bill Hansen

Co-Chief Investment Officer, Principal

Brad Burlingham

Director of Tax Services, 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
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George T. Padula

Co-Chief Investment Officer, Wealth Manager & Principal

Harli Palme

Chief Operating Officer, Principal
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Jeanne Owens

Director of Operations, Principal

Jeff Urich

Director of Finance
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Jennifer Faherty

Chief Client Experience Officer, Principal

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John J. Ceparano

Wealth Manager, Principal

Judson Meinhart

Director of Financial Planning, Senior Financial Advisor & Principal
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Kelly A. Henning

Wealth Manager, Principal
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Kevin P. Sweeney

Chief Legal Officer, 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 Finance, Principal

Rick Manske

Chief Growth Officer, Principal

Sarah DerGarabedian

Director of Investment Management, Principal
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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