Tom Orecchio

Tom Orecchio is the Chief Executive Officer, Wealth Manager & Principal at Modera Wealth Management.1 With over 25 years of experience in wealth management, he leads the firm with a focus on providing objective advice through an independent, fee-only approach.1 Orecchio holds several professional designations, including CFA®, CFP®, ChFC®, and AIF®.12

Under Orecchio's leadership, Modera has experienced significant growth:

• The firm oversees more than $11.4 billion in assets as of October 1, 2023.2
• Modera has expanded to 16 offices across the East Coast, with locations in Massachusetts, New York, New Jersey, Pennsylvania, Virginia, North Carolina, Georgia, and Florida.2
• The company employs over 190 staff members, including 83 Certified Financial Planners®.2

Orecchio values the personal bonds created with clients and the ability to help them achieve their goals.1 He has played a crucial role in Modera's strategic growth, including the recent acquisition of Parsec Financial Management, Inc., which added approximately $3.8 billion in client assets to the firm.2

Orecchio grew up in the communities served by Modera's New Jersey office and has lived in Old Tappan since 1999.1 His LinkedIn profile can be found under the username tom-orecchio-cfa-cfp-5968b44.3