Modera Wealth Management

Employees 67 | Firm Type RIA | CEO and Principal Thomas Orecchio | Location Westwood, New Jersey | Primary Custodian Schwab Advisor Services |

Modera Wealth Management holds team-building activities throughout the year and dedicates itself to the community through a strong tradition of charitable involvement; a philanthropy committee selects a theme for each of its offices. The firm also believes in supporting its employees with seminars, mentorship programs and career development.

During the pandemic, the firm is largely working from home, conducting all meetings virtually and has stopped all nonessential travel.