Tom Kolefas Email & Phone Number

Westwood, New Jersey, United States

Modera provides thoughtful wealth management to discerning individuals and organizations. Overseeing $6.95 billion in regulatory assets under management as of 12/31/21, we operate on a fee-only model that puts our clients’ needs ahead of our own. Due to regulatory considerations, please note that Modera Wealth Management, LLC cannot accept any endorsements or recommendations of it or its staff. As a result, please do not endorse Modera Wealth Management, LLC or its staff or post any endorsements on this LinkedIn page. Also, please be advised that Modera Wealth Management, LLC is not responsible for any post here by any third party and does not encourage anyone to post here on its behalf. The opinions and views expressed by those who are not Modera employees do not represent Modera’s views, and they do not, and are not intended to, constitute personalized advice on any subject.

New York, Ny

I managed a fund primarily composed of securities of medium-sized domestic companies with $3.5 billion AUM and performed proprietary modeling and screening focused on standard metrics, high free cash flow yields, strong balance sheets and numerous well-defined catalysts.➤ A key aspect of my role also included an active engagement process of interviewing management teams. Additionally, I mentored analysts, partnered with marketing teams providing valuable insights for RFP’s, pitch-books and scripts, and authored quarterly reports for retail distribution. 📌 Wrote highly detailed versions for institutional clients.Selected achievements include:⭐ Average Morningstar Star Ranking of 3.9 over 14+ year tenure.⭐ Placed on various 401-K and Broker platforms including BMO, Bank of NY and Ed Jones.

New York, Ny

I managed this fund with $3 Billion AUM and also managed team of sector analysts with specialties including consumer, financials and industrials.🚩 Authored quarterly reports for retail distribution and wrote highly detailed versions for institutional clients. ⭐ 4 star overall Fund ranking and outperformed Russell LCV Index.

New York, Ny

⭐ Beat S&P 500 and Russell LCV Index.

New York, Ny

⭐ Instrumental in growing AUM from $200 Million in assets in 1991 to over $7 Billion in 1996.

Master Of Business Administration - Mba, Finance 🚩Graduated With Honors

Activities and Societies: ➤ Finished in 3.25 years vs. normal 4 years part-time at night while working at Engelhard Corporation

Bachelor Of Science - Bs, Chemical Engineering 🚩3.75 Gpa Top 10% Of Engineering School ◈ Dean’S List 8 Of 8 Semesters

Activities and Societies:

Graduated With 95/100 Average (Top 10%), 🚩 Dean’S List (8/8 Semesters)

Activities and Societies: