Tom Orecchio is Chief Executive Officer, Wealth Manager and Principal at Modera Wealth Management in Westwood, New Jersey. See contact routes.
Tom Orecchio is Chief Executive Officer, Wealth Manager and Principal at Modera Wealth Management in Westwood, New Jersey; he joined the firm’s predecessor in 1995 after starting at Heritage Financial as a financial planner, and the firm has described him as a founder/partner as it evolved into Modera. Modera presents itself as a fee-only fiduciary wealth manager, and its published materials emphasize broadly diversified investing through equities, mutual funds, ETFs, individual equities and separately managed accounts. The available sources do not verify an investor-style thesis by stage, sector or geography, nor do they disclose a typical check size or clear lead/follow behavior, which is consistent with Modera functioning primarily as a wealth-management firm rather than a venture investor. Publicly named holdings or portfolio companies were not identified in the sources reviewed. Likewise, the material available here does not show distinctive public writing on an investing thesis beyond Modera’s general client-focused and fee-only messaging.
This profile is part of the StartupFundraising investor database: focus, portfolio history, disclosed location and contact routes, refreshed as new filings and rounds are ingested. Founders use it to check fit before reaching out and to find investors in Westwood.
Investors like Tom Orecchio · Full investor directory · Investor access · Company funding database