Tom Orecchio News Today

Cambridge Savings Bank (CSB), a full-service mutual bank with a customer-first approach and nearly $7 billion in assets, announced that it was the lead bank in a $45 million participation loan for Modera Wealth Management, LLC (Modera)’s transaction with  Parsec Financial Management, Inc (Parsec). Led by CEO Tom Orecchio, CFA®, CFP®, ChFC®, AIF®...

Modera Wealth Management, LLC has acquired Parsec Financial in a transaction that creates one of the largest independent wealth management firms on the East Coast.

One of the largest fee-only advisory firms in the country picked up a team that has grown by a factor of 9 over the past three decades.

Modera Wealth Management is buying Parsec Financial in a deal that will enlarge the firm’s footprint on the East Coast and boost its assets under management…

The RIA is buying Parsec Financial, giving it a bigger footprint on the East Coast.

Parsec brings about $3.8 billion in AUM, raising Modera's assets to $10.5 billion and creating one of the largest RIAs on the East Coast.

/PRNewswire/ -- Modera Wealth Management, LLC (Modera), a fee-only comprehensive financial planning firm, is pleased to announce it has expanded to Virginia in...

/PRNewswire/ -- Modera Wealth Management, LLC, a fee-only comprehensive financial planning firm, is pleased to announce the addition of Jennifer Murray,...

/PRNewswire/ -- Modera Wealth Management LLC ("Modera") is proud to announce that it has named Kelly A. Henning, CFP®, MSFS to its Board of Managers. "Kelly...

/PRNewswire/ -- Modera Wealth Management LLC ("Modera") is proud to announce that it has named Kelly A. Henning, CFP®, MSFS to its Board of Managers. "Kelly...