Adam Joseph Leone

Mr. Adam J.
Leone is a Chief Wealth Management Officer & Wealth Manager at Modera Wealth Management LLC.
His main responsibilities include helping clients develop their financial plans, implementing wealth management strategies and managing clients’ investment portfolios.
He has extensive experience working in all areas of financial planning, including retirement planning, estate planning, tax planning and risk management.
He also works with a number of nonprofit organizations and trusts on portfolio design and implementation.
In addition to working with clients, he serves on the firm’s Financial Planning Committee and the Investment Committee.
He also manages the firm’s portfolio rebalancing processes, acting as a key liaison between the Operations and Wealth Management departments.
He is a member of the National Association of Personal Financial Advisors.
Prior to joining Modera, Mr. Leone was a consultant with IBM Business Consulting Services.
He received a Bachelor's Degree in Business Management from North Carolina State University.
He holds the CERTIFIED FINANCIAL PLANNER and Chartered Financial Consultant professional certifications.