Profiel
Mr. Kevin P.
Sweeney is a Chief Legal Officer, Principal & Wealth Manager at Modera Wealth Management LLC.
As a Wealth Manager, he works with clients to determine their personal objectives and develop and implement financial planning and investment strategies designed to meet those goals.
He also is the Director of Financial Planning for the firm.
Prior to joining Modera, Mr. Sweeney spent twenty-one years practicing law in Boston.
His most recent position as a lawyer was with Menard, Murphy & Walsh, LLP, where he handled complex employment-related and other litigation cases.
He earned his Bachelor of Arts degree, magna cum laude, from the University of Notre Dame and his Juris Doctor degree, cum laude, from Cornell Law School.
Eerdere bekende functies van Kevin Patrick Sweeney
| Bedrijven | Functie | Einde |
|---|---|---|
Back Bay Financial Group, Inc.
 Back Bay Financial Group, Inc. Investment ManagersFinance Founded in 1997 by Robert D. Siefert and John H. LeBlanc, Back Bay Financial Group, Inc. is an investment advisor firm located in Boston | Analist-Vaste Inkomen | 28-12-2012 |
Modera Wealth Management LLC
 Modera Wealth Management LLC Investment ManagersFinance Modera Wealth Management LLC is a SEC-registered investment advisor headquartered in Westwood, New Jersey. They are a subsidiary of Modera Capital, Inc. The firm was founded in 2011 by the merger of Back Bay Financial Group, Inc. and Modera Capital (formerly Modera, Inc.). Modera Wealth Management offers asset management services to individuals, high net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations (including foundations and endowments), corporations, and business entities. | Portefeuillebeheerder-Aandelen | - |
Opleiding van Kevin Patrick Sweeney
| University of Notre Dame | Undergraduate Degree |
| Cornell Law School | Graduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
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Bedrijven verbonden in de eerste graad
Man
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Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 2 |
|---|---|
Back Bay Financial Group, Inc.
Back Bay Financial Group, Inc. Investment ManagersFinance Founded in 1997 by Robert D. Siefert and John H. LeBlanc, Back Bay Financial Group, Inc. is an investment advisor firm located in Boston | Finance |
Modera Wealth Management LLC
Modera Wealth Management LLC Investment ManagersFinance Modera Wealth Management LLC is a SEC-registered investment advisor headquartered in Westwood, New Jersey. They are a subsidiary of Modera Capital, Inc. The firm was founded in 2011 by the merger of Back Bay Financial Group, Inc. and Modera Capital (formerly Modera, Inc.). Modera Wealth Management offers asset management services to individuals, high net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations (including foundations and endowments), corporations, and business entities. | Finance |
