THOMAS ORECCHIO, CFA, CFP®, ChFC®, CLU®, AIF® Principal and Wealth Manager

Tom Orecchio is Principal and Wealth Manager at Modera Wealth Management.

Professional Credentials and Education

Tom received a Bachelor's Degree in Government and Law from Lafayette College in Easton, PA.  His professional credentials include the following:

• CFA Charterholder (CFA)                • Certified Financial Planner (CFP^®)  

• Chartered Life Underwriter(CLU^®)   •  Chartered Financial Consultant (ChFC^®)            

•  Accredited Invesment Fiduciary (AIF^®)    

Associations

Tom served as Chairman of the National Association of Personal financial Advisors (NAPFA) from 2007 to 2008, and was a national board member from 2004 through 2008.  Currently, he is a member of NAPFA and is a NAPFA-Registered Financial Advisor.  He is also a member of the CFA Institute, Financial Planners Association, and Society of Financial Services Professionals, among others.

Accolades
Tom was named one of the Top Wealth Advisors in the Nation by Worth Magazine every year from 2005-2008, the last year they published the list.  He was also rated as one of the top 150 Financial Advisors in the Nation for Doctors by Medical Economics Magazine three consecutive times.  Tom was named a Reuters 2007-2008 AdvicePoint Top Advisor, which recognizes him as one of the top 500 financial advisors in America.  Tom's quotes on financial industry trends have been featured in broadcast and print media including:

 •  CNBC                  •  CNN                                •  MSNBC

 •  Fox News            •  The Wall Street Journal    •  US News & World Report

 •  Time Magazine    •  Wealth Manager               •  Financial Planning Magazine

Professional Experience

Tom began his 20-year wealth management career working at Heritage Financial, where he was a financial planner for five years.  Four years after joining the wealth management firm Greenbaum and Associates in 1995, Tom  became a partner in Greenbaum & Orecchio, Inc, which in 2008 became Modera Wealth Management.

Public Service

Tom received the Reuters AdvicePoint 2008 Community Service Award for his work with the Invest in Kids Foundation, a charity he co-founded in 2004 to serve the needs of underprivileged children.  Tom is a member of the Invest in Kids Foundation Board of Directors, and a Director of the Modera Wealth Management Scholarship Fund.

Personal
Tom, his wife, Allison, and their three sons reside in Old Tappan, New Jersey.