Peter John Somich
Analyst-Equity at Modera Wealth Management LLC
Profile
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.
Peter John Somich active positions
| Companies | Position | Start |
|---|---|---|
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 | 2013-12-31 |
Training of Peter John Somich
| Boston College | Undergraduate Degree |
| Syracuse University | Graduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
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Female
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Linked companies
| Private companies | 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 |
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