From the May 2006 issue of Investment Advisor • Subscribe!

Thomas A. Orecchio

Owner and Executive Vice President

Greenbaum and Orecchio, Inc.

1 DeWolf Road

Old Tappan, NJ 07675-7015

Phone: (201) 768-4600

Fax: (201) 768-1111

Year firm started: 1983

Year joined firm: 1995

Number of advisors in firm: 5

AUM: $265 million

Compensation method: Fee-only

Number of clients: 151 relationships

Professional credentials: CFA, CFP, ChFC, CLU, AIF

Education: Bachelor's degree in government & law, Lafayette College

Community service: Board of Directors, Invest in Kids Foundation

Member: Board of directors and treasurer, National Association of Personal Financial Advisors (NAPFA); CFA Institute; Financial Planning Association Federal and State; New York Society of Securities Analysts

Outside interests: Activities with wife and young children

Reprints Discuss this story
We welcome your thoughts. Please allow time for your contribution to be approved and posted. Thank you.

Most Recent Videos

Video Library ››