Adam Leone

Mr. Adam J.
Leone is a Chief Wealth Management Officer & Wealth Manager at Modera Wealth Management LLC.
He is responsible for both the big picture and day-to-day execution of Modera’s mission to deliver exceptional service to clients.
He leads the firm’s overall wealth management strategy, ensuring high-quality, personalized service for clients across financial planning, investment management, tax, and estate solutions.
Working closely with advisors, leadership, and strategic partners, Mr. Leone focuses on driving growth through client acquisition and retention, cultivating a high-performing advisory team, and championing innovation in products and platforms.
He plays a pivotal role in aligning the firm’s wealth offerings with evolving client needs and long-term business goals.
He joined Modera in 2006 and has worked in client service, operations, advisory support, advisory leadership, and executive management capacities.
He also led the portfolio management team for several years and developed processes to manage client portfolios.
Prior to joining Modera, Mr. Leone was a consultant with IBM Business Consulting Services.
He received a Bachelor's Degree in Business Management from North Carolina State University.
He holds the Certified Financial Planner and Chartered Financial Consultant professional certifications.