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Overview

Articles

Insights

There are no insights from this firm to display at this time.

Assets

Assets

Last updated on July 12, 2017
    • $2.1B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 5K
      Accounts
    • $379.8K
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

Advisors

Current Advisors

# of advisors

41

name start date
Adam Joseph Leone
January 2011
Andrew James Witherell
May 2015
Joseph M Casper
January 2018
Kelly Ann Henning
September 2013
Meghan Elizabeth Dwyer
May 2017

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Modera Alternative Investments, LLC -- --

      Leadership

      Ownership

      There is no ownership data available to display at this time.

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Robert David Siefert Elected Manager November, 2010 less than 5%
      Thomas Anthony Orecchio Elected Manager, Chief Executive Officer And Chief Financial Officer November, 2010 less than 5%
      Mark Anthony Willoughby Elected Manager And Chief Operating Officer November, 2010 less than 5%
      Kevin Patrick Sweeney Chief Compliance Officer July, 2013 less than 5%
      Adam Joseph Leone Elected Manager January, 2016 less than 5%
      Gregory Plechner Elected Manager November, 2010 less than 5%
      Robert Spencer Hockett Manager January, 2017 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Hourly Charges
        • Fixed Fees