Patrick Runyen Email & Phone Number
Director of Advisory, Principal and Wealth Manager @ Modera Wealth Management
Patrick Runyen Location
Philadelphia, PA, US
Patrick Runyen Work
- 2026 - now Director of Advisory, Principal and Wealth Manager @ Modera Wealth Management
- 2025 - now Board Member @ Modera Wealth Management
- 2025 - 2026 Director of Organic Growth, Principal and Wealth Manager @ Modera Wealth Management
- 2021 - 2024 Principal and Wealth Manager @ Modera Wealth Management
- 2015 - 2020 Principal and Wealth Manager @ Independence Advisors, LLC
- 2013 - 2015 Senior Associate @ PwC
- 2009 - 2012 Senior Associate @ PwC
- 2006 - 2007 Investment Advisor Representative @ Blue Bell Private Wealth Management
Patrick Runyen Education
- La Salle University
MBA (Accounting Concentration)
2008 - Saint Joseph's University
BS (Finance)
2006
Patrick Runyen Skills
- Financial Services
- Tax
- Retirement Planning
- 401k
- Estate Planning
- Social Security
- Investment Advisory
- Investments
- Personal Financial Planning
- Wealth Management
Patrick Runyen Summary
Patrick Runyen, based in Philadelphia, PA, US, is currently a Director of Advisory, Principal and Wealth Manager at Modera Wealth Management. Patrick Runyen brings experience from previous roles at Modera Wealth Management and Independence Advisors, LLC. Patrick Runyen holds a MBA in Accounting Concentration @ La Salle University. With a robust skill set that includes Financial Services, Tax, Retirement Planning, 401k, Estate Planning and more. Patrick Runyen has 2 emails and 2 mobile phone numbers on RocketReach.
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