ADAM LEONE, CFP®, ChFC® Financial Advisor

Adam Leone is a Financial Advisor at Modera Wealth Management.

Professional Credentials and Education

Adam received a Bachelor's Degree in  Business Management from North Carolina State University.  His professional credentials include:

Associations

Adam is a member of the National Association of Personal Financial Advisors.

Accolades
Adam has made presentations to a variety of professional conferences and consumer organizations, including an educational web seminar for the Financial Planning Association titled, "Techniques for Presenting a Financial Plan."  He has been featured in several media publications including a New York Daily News story on converting Roth IRAs, and a Today's Chiropractic Lifestyle magazine article on socially responsible investing.

Professional Experience

Adam has been with Modera Wealth Management for over four years, and currently sits on the firm's Financial Planning and Investment committees.  He is also responsible for managing the firm's portfolio reblancing software, iRebal.  Prior to joining Modera, Adam was an information technology consultant with IBM Business Consulting Services.

Public Service

Adam has volunteered to participate in Kiplinger's Retirement Hotline for the past several years.  Every year, the program offers thousands of callers free, one-on-one financial advice on how to manage and invest their money.  Adam is also a Big Brother with Big Brothers Big Sisters of Morris, Bergen and Passaic County.

Personal  
Adam, his wife, Melinda, and their son reside in New York, New York.