Peter Somich CFA, CFP®, MSF
Call Me

Tom’s primary responsibilities include supporting the trading, rebalancing, and reconciliation processes for Modera’s client portfolios. Tom assists in the administration of Modera’s portfolio management system and collaborates and communicates with clients as needed. Tom works with advisors on client portfolio strategy and supports the Investment Committee on projects related to portfolio construction, manager due diligence, and overall investment research.

Professional Designations

Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNERTM

Education

NYU Stern School of Business, M.B.A., Finance

The Cooper Union School of Engineering, B.S., Chemical Engineering

What do you enjoy most about working at Modera?

It’s a firm with a clear mission of enhancing client financial outcomes and everyone is focused on and driven by that mission. The people are smart, dedicated and nice, a tough combination to beat. I learn something from every interaction I have.

When you’re not working you’re…?

Swimming in the ocean every chance I get, even into late October. I love sunny weather and being at the beach. It must be my Mediterranean heritage.

Where did you grow up? Where do you live now?

I grew up in northern Manhattan, what was once called Washington Heights but in some chic real estate circles, is now called Hudson Heights. It is very near where the original Yankees played (the Highlanders – highest point in Manhattan) near the Columbia Presbyterian Medical Center. I now live with my wife Eleni and son Aristotle (when he’s home from college) in Closter, NJ, not far from Modera’s Westwood office.

What’s a destination in the world that you aspire to visit?

It’s a toss-up between Barcelona (and Spain more generally), Rome (and Italy) and Prague (Czech Republic). I’ve heard rave reviews from mostly everyone who has been to these cities.