Areas of Practice
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Location
Glenridge Highlands One, 5555 Glenridge Connector, Suite 150, Atlanta, GA, 30342
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Modera Wealth Management, LLC
Previous Registrations
Modera Wealth Management
Greenbaum and Orecchio, INC
State Registrations2 states
Exams
Additional Information
A frequent speaker on financial planning and investment management topics, Mark has presented at the New School for Social Research in New York City and at regional financial advisor conferences, including NAPFA seminars in Atlanta, GA, Columbia, SC, and Orlando, FL. With fellow principal Tom Orecchio, he was invited by Fi360 to present a webinar on the use of alternative investments to over 300 professionals in the industry. Mark’s quotes on financial industry trends have been featured in various print media including The Wall Street Journal, Wealth Manager Magazine, CFA® Magazine, The Newark Star-Ledger, Financial Planning Magazine and Dow Jones Newswire.