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

More profiles to browse

Profile Photo
Timothy Clark
Principal and Wealth Manager
Profile Photo
Karen Keatley
Principal & Wealth Manager
Profile Photo
Kelly Henning
Principal and Wealth Manager
Profile Photo
Adam Leone
Chief Wealth Management Officer, Wealth Manager and Principal

You Might Like

RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation
BW
Bill Wood
Managing Member, Principal
Nova R Wealth
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
LA
Lily Akopyan
Executive Assistant
Oakmont Corporation