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Leadership Team

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

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Leslie Young

ChFC®, AEP®
Director of Compliance, Principal
Wayne, PA
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Patrick D. Runyen

CPA/PFS, CFP®
Director of Advisory, Wealth Manager, Principal
Wayne, PA
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Rakhee Gor

Director of Operations, Principal
Atlanta, GA
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Peter Somich

CFA®, CFP®, MSF
Director of FP&A, Principal
Boston, MA

George Padula

CFA®, CFP®
Chief Investment Officer, Wealth Manager & Principal
Boston, MA

Theresa Apruzzese Days

J.D.
Chief Compliance Officer, Principal
Boston, MA

Jeanne Owens

Director of Integrations, Principal
Westwood, NJ
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Tom Orecchio

CFA®, CFP®, ChFC®, AIF®
Chief Executive Officer, Wealth Manager & Principal
Westwood, NJ

Anna Lui

Director of Program Management, Principal
Westwood, NJ

Adam Leone

CFP®, ChFC®
Chief Wealth Management Officer, Wealth Manager & Principal
Westwood, NJ
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