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Overview

Articles

Insights

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

Assets

Assets

Last updated on Jan. 4, 2020
    • $2.4B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 6K
      Accounts
    • $410.6K
      Estimated Average Account Balance

Services

Firm Services

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

Firm Client types

There is no client type data to display at this time.

Advisors

Current Advisors

# of advisors

44

name start date
Robin Leigh Townshend
August 2014
Jonie Marie Parks
July 2018
Thomas Anthony Orecchio
January 2011
Robert Sinsheimer
January 2018
Melissa J. Boyer
January 2020

    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%
      Adam Joseph Leone Elected Manager July, 2018 less than 5%
      John Joseph Ceparano Elected Manager May, 2018 less than 5%
      Theresa Apruzzese Days Chief Compliance Officer January, 2019 less than 5%
      Mark Anthony Willoughby Chief Operating Officer And Elected Manager November, 2015 less than 5%
      Karen R. Keatley Elected Manager January, 2020 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Hourly Charges
        • Fixed Fees