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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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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

Bryan Burchette

Director of Information Systems & Security, Principal
Atlanta, GA

John Ceparano

CPA/PFS, CFP®, M.TAX
Wealth Manager, Principal
Inverness, FL
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Work At Modera Wealth

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