Modera Wealth Management
Westwood, New Jersey

Are you looking for a highly personalized wealth management experience in the Bergen County area? Do you need help streamlining your complex financial life and managing significant wealth? Our tight-knit team delivers meticulous financial planning, disciplined investing, and day-to-day guidance — all with a warm, human touch.

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Adam Leone

Chief Wealth Management Officer, Wealth Manager & Principal

Anna Lui

Director of Growth Initiatives, Principal

Ashley Santos

Senior Client Service Specialist
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Bill Houck

Wealth Manager, Principal
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Brian K. Schiess

Senior Financial Advisor, Principal

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Carol Brigante

Client Service Specialist
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Christina Carbaugh

Client Service Specialist

Dan Crimmins

Wealth Manager, Principal

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Heather Govic

Client Service Specialist

Jeanne Owens

Director of Operations & Integration, Principal

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Jennifer Faherty

Head of Coaching, Principal

Jun Shim

Portfolio Manager
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Kate Guider

Human Resources Associate
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Kathleen M. Scala

Client Service Manager
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Keith Andreasen

Planning Associate
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Kelly A. Henning

Wealth Manager, Principal
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Lauren Schwartz

Senior Client Service Specialist

Mary Ellen Davis

Senior Client Service Specialist
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Matthew Orecchio

Operations Associate
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Michael D. Gibney

Wealth Manager, Principal
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Mindy Neira

Wealth Manager, Principal

Molly Rimes

Senior Planning Associate
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Noemi Perez

Director of Human Resources
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Peter J. McKenna

Wealth Manager
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Robert Dowling

Wealth Manager, Principal
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Samer Eshmawy

Financial Advisor
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Stephanie H. Spies

Senior Financial Advisor

Tania Moses

Administrative Assistant
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Tom Kolefas

Senior Investment Advisor
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Tom Orecchio

Chief Executive Officer, Wealth Manager & Principal

Trish Libertell

Executive Assistant to the CEO

We are independent, fee-only financial advisors.

We are proud to be an independently owned wealth management firm that always puts its clients’ interest first, as evidenced by our fee-only compensation and fiduciary responsibility. There are many New Jersey investment firms, but we hope you consider us. Barron’s ranked us 69th on their 2023 list of Top 100 RIA Firms.