CoverProfile

Peter Somich II

Director of M&A and Principal & Senior Investment Analyst

Modera Wealth Management

United States, Massachusetts, Boston

About Me

Peter serves on Modera’s Investment Committee and focuses on investment research. Peter 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.

Profile Information

Director of M&A and Principal & Senior Investment Analyst

Modera Wealth Management

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Boston

Massachusetts

United States

Aug 9, 2024

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