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Multi Family OfficePuts its own capital into companiesLAST VERIFIED Jul 2026 · 1 SOURCES

Modera Wealth Management

Multi family office in Westwood, United States, founded 1983; focus on healthtech and fintech.

USEFUL FOR Co-investors

Identity

HEADQUARTERS
Westwood, United States
OFFICES
Boston, MA · Asheville, NC · Atlanta, GA · Charlotte, NC · McLean, VA · Wayne, PA · Inverness, FL · Sarasota, FL
FOUNDED
1983

Investment approach

SECTORS
HealthTechFintech
ROUTES
Companies (own capital)

Overview

Founded in 1983, this multi family office has its headquarters in Westwood, United States. Its sector focus covers healthtech and fintech. Other offices: Boston, MA; Asheville, NC; Atlanta, GA; it invests directly in companies; 2 people are named on its team.

People

  • Tom Orecchio
    CEO and Principal · source
  • Rick Manske
    Chief Growth Officer · source

Frequently asked questions

Modera Wealth Management is a multi family office based in Westwood, the United States, founded in 1983.

Modera Wealth Management invests its own capital into companies.

Modera Wealth Management invests in HealthTech and Fintech.

Key people at Modera Wealth Management include Tom Orecchio (CEO and Principal) and Rick Manske (Chief Growth Officer).