Adam Joseph Leone

Mitglied des Investmentausschusses bei Modera Wealth Management LLC

Finance

Consumer Services

Commercial Services

Aktive Positionen von Adam Joseph Leone

Unternehmen	Position	Beginn	Ende
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.	Mitglied des Investmentausschusses	01.01.2011	-
	Portfolio Manager-Aktien	01.01.2011	-

Unternehmen	Position	Beginn	Ende
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	-	31.12.2008
IBM Business Consulting /Int'l Group Consulting Practice/	Corporate Officer/Principal	-	-

The University of North Carolina at Charlotte

Undergraduate Degree

International

Vereinigte Staaten

Operativ

Analyst-Equity	1
Undergraduate Degree	1
Investment Committee Member	1

Sektoral

Besetzte Positionen

Aktive

Inaktive

Börsennotierte Unternehmen

Private Unternehmen

Private Unternehmen	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