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.
Peter Somich II
Director of M&A and Principal & Senior Investment Analyst
Modera Wealth Management
United States, Massachusetts, Boston
About Me
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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