Peter Mckenna

Peter Mckenna Email and Phone Number

Financial Guidance to Protect and Grow Wealth. Caring assistance with complex questions and financial choices. @ Modera Wealth Management
westwood, new jersey, united states
Peter Mckenna's Location
New York City Metropolitan Area, United States
Peter Mckenna's Contact Details

Peter Mckenna personal email

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Peter Mckenna phone numbers

About Peter Mckenna

Peter Mckenna is a Financial Guidance to Protect and Grow Wealth. Caring assistance with complex questions and financial choices. at Modera Wealth Management. He possess expertise in strategic financial planning, investment management, education funding, retirement planning, estate planning and 17 more skills.

Peter Mckenna's Current Company Details
Modera Wealth Management

Modera Wealth Management

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Financial Guidance to Protect and Grow Wealth. Caring assistance with complex questions and financial choices.
westwood, new jersey, united states
Website:
moderawealth.com
Employees:
63
Peter Mckenna Work Experience Details
  • Modera Wealth Management
    Wealth Manager
    Modera Wealth Management Jan 2023 - Present
    New York City Metropolitan Area
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  • Modera Wealth Management
    Senior Financial Advisor
    Modera Wealth Management Mar 2018 - Dec 2022
    Greater New York City Area
    Modera provides thoughtful wealth management to discerning individuals and organizations. Overseeing $6.8 Billion in regulatory assets under management as of 12/31/22, we operate on a fee-only model that puts our clients’ needs ahead of our own.
    View
  • Financial Planning Association (Fpa)
    Chair/Co-Chair - Education And Professional Development - Nj Chapter
    Financial Planning Association (Fpa) Jan 2015 - Dec 2018
    New Jersey
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  • Highland Financial Advisors, Llc
    Financial Planner
    Highland Financial Advisors, Llc Jan 2012 - Feb 2018
    Greater New York City Area
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  • Lamco Llc
    Sr. Vice President
    Lamco Llc Jan 2010 - Dec 2011
    Greater New York City Area
    Chaired settlement committee to evaluate settlement offers on derivative relationships. Performed financial due diligence on relationships to ensure Lehman creditors receive a fair economic result.
  • Lehman Brothers (In Administration)
    Sr. Vice President
    Lehman Brothers (In Administration) Nov 2008 - Dec 2011
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  • Barclays Capital
    Senior Vice President
    Barclays Capital Sep 2008 - Nov 2008
    Project manager for financial control projects. Accepted an offer upon Lehman bankruptcy, but left to pursue a more competitive offer to return to Lehman Brothers to help with the unwind.
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  • Lehman Brothers
    Senior Vice President
    Lehman Brothers Sep 1991 - Sep 2008
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Peter Mckenna Skills

Strategic Financial Planning Investment Management Education Funding Retirement Planning Estate Planning Insurance Asset Protection Asset Managment Alternative Investments Fixed Income Derivatives Equities Capital Markets Hedge Funds Investment Banking Wealth Management Options Credit Derivatives Structured Products Insurance Planning Tax Planning Stock Compensation

Peter Mckenna Education Details

Frequently Asked Questions about Peter Mckenna

What company does Peter Mckenna work for?

Peter Mckenna works for Modera Wealth Management

What is Peter Mckenna's role at the current company?

Peter Mckenna's current role is Financial Guidance to Protect and Grow Wealth. Caring assistance with complex questions and financial choices..

What is Peter Mckenna's email address?

Peter Mckenna's email address is pe****@****ing.com

What is Peter Mckenna's direct phone number?

Peter Mckenna's direct phone number is (650)-289*****

What schools did Peter Mckenna attend?

Peter Mckenna attended Baruch College, State University Of New York At Oswego, New York University.

What skills is Peter Mckenna known for?

Peter Mckenna has skills like Strategic Financial Planning, Investment Management, Education Funding, Retirement Planning, Estate Planning, Insurance, Asset Protection, Asset Managment, Alternative Investments, Fixed Income, Derivatives, Equities.

Who are Peter Mckenna's colleagues?

Peter Mckenna's colleagues are Michael D. Gibney, Cfp®, Cap®, Aif®, Lorraine Mohan, Fpqp™, Joy Zaykoski, Tom Orecchio, Cfa, Cfp, Melissa Boyer, Cfp®, Ricp®, Thomas Kennedy, Cfa, Mba, Kathleen Scala.

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