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Practice Management > Building Your Business

Thomas A. Orecchio

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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

[email protected]

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