Adam Joseph Leone
Investment Committee Member at Modera Wealth Management LLC
Adam Joseph Leone active positions
| Companies | Position | Start | End |
|---|---|---|---|
Modera Wealth Management LLC
 Modera Wealth Management LLC Investment ManagersFinance Modera Wealth Management LLC is a SEC-registered investment advisor headquartered in Westwood, New Jersey. They are a subsidiary of Modera Capital, Inc. The firm was founded in 2011 by the merger of Back Bay Financial Group, Inc. and Modera Capital (formerly Modera, Inc.). Modera Wealth Management offers asset management services to individuals, high net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations (including foundations and endowments), corporations, and business entities. | Investment Committee Member | 2010-12-31 | - |
| Portfolio Manager-Equities | 2010-12-31 | - |
Career history of Adam Joseph Leone
Former positions of Adam Joseph Leone
| Companies | Position | Start | End |
|---|---|---|---|
Greenbaum & Orecchio, Inc.
 Greenbaum & Orecchio, Inc. Investment ManagersFinance Greenbaum and Orecchio, Inc. is a registered investment advisor firm located in Old Tappan, New Jersey | Analyst-Equity | - | 2008-12-30 |
| IBM Business Consulting /Int'l Group Consulting Practice/ | Corporate Officer/Principal | - | - |
Training of Adam Joseph Leone
| The University of North Carolina at Charlotte | Undergraduate Degree |
Statistics
International
| United States | 5 |
Operational
| Analyst-Equity | 1 |
| Undergraduate Degree | 1 |
| Investment Committee Member | 1 |
Sectoral
| Finance | 3 |
| Consumer Services | 2 |
| Commercial Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 3 |
|---|---|
Greenbaum & Orecchio, Inc.
Greenbaum & Orecchio, Inc. Investment ManagersFinance Greenbaum and Orecchio, Inc. is a registered investment advisor firm located in Old Tappan, New Jersey | Finance |
Modera Wealth Management LLC
Modera Wealth Management LLC Investment ManagersFinance Modera Wealth Management LLC is a SEC-registered investment advisor headquartered in Westwood, New Jersey. They are a subsidiary of Modera Capital, Inc. The firm was founded in 2011 by the merger of Back Bay Financial Group, Inc. and Modera Capital (formerly Modera, Inc.). Modera Wealth Management offers asset management services to individuals, high net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations (including foundations and endowments), corporations, and business entities. | Finance |
| IBM Business Consulting /Int'l Group Consulting Practice/ | Commercial Services |
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