Peter John Somich

Analyst-Equity bei Modera Wealth Management LLC

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Finance

Profil

Mr. Peter J.
Somich is a Director of Mergers & Acquisitions at Modera Wealth Management LLC.
He sits on Modera’s Investment Committee and focuses on investment research.
He also oversees the firm’s portfolio management processes including rebalancing client portfolios, reconciling client accounts and aiding wealth managers in portfolio implementations.
In addition, he supports many of the firm’s institutional relationships and often meets with these clients to review portfolio performance and positioning.
He is a member of the Boston Security Analysts Society, National Association of Personal Financial Advisors as well as NAPFA Genesis.
He graduated from Boston College with a Bachelor of Arts degree in mathematics and economics, and went on to earn a Master of Science in finance from Syracuse University.
He holds the Chartered Financial Analyst certification and a Series 65 License.

Aktive Positionen von Peter John Somich

Unternehmen	Position	Beginn
Modera Wealth Management LLC Modera Wealth Management LLC Investment ManagersFinance Modera Wealth Management LLC is a SEC-registered investment advisor headquartered in Westwood, New Jersey. They are a subsidiary of Modera Capital, Inc. The firm was founded in 2011 by the merger of Back Bay Financial Group, Inc. and Modera Capital (formerly Modera, Inc.). Modera Wealth Management offers asset management services to individuals, high net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations (including foundations and endowments), corporations, and business entities.	Analyst-Equity	01.01.2014

Alle aktiven Positionen von Peter John Somich

Ausbildung von Peter John Somich

Boston College	Undergraduate Degree
Syracuse University	Graduate Degree

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Private Unternehmen	1
Modera Wealth Management LLC Modera Wealth Management LLC Investment ManagersFinance Modera Wealth Management LLC is a SEC-registered investment advisor headquartered in Westwood, New Jersey. They are a subsidiary of Modera Capital, Inc. The firm was founded in 2011 by the merger of Back Bay Financial Group, Inc. and Modera Capital (formerly Modera, Inc.). Modera Wealth Management offers asset management services to individuals, high net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations (including foundations and endowments), corporations, and business entities.	Finance