Principals

Our large, diverse group of principals reflects the breadth and depth of our brain trust. Our broad distribution of ownership is intentional — it helps create long-range stability and continuity for you and future generations.

Jeanne Owens

Director of Integrations, Principal
Westwood, NJ

Tom Orecchio

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

Peter McKenna

CFP®, MBA
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

Bill Houck

CFP®, ChFC®
Wealth Manager, Principal
Westwood, NJ

Kelly Henning

CFP®, MSFS
Wealth Manager, Principal
Westwood, NJ

Kate Guider

PHR®
Human Resources Associate, Principal
Westwood, NJ

Michael Gibney

CFP®, CAP®, AIF®
Wealth Manager, Principal
New York City, NY, Westwood, NJ

Robert Dowling

CFP®
Wealth Manager, Principal
Westwood, NJ

Work At Modera Wealth

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