Career
Patrick Runyen has held the title Elected Manager at Modera Wealth Management since May 2025. Patrick Runyen is a control person of the firm and directly owns under 5% of it. Patrick Runyen holds a B.S. in Finance from St. Joseph’s University and an MBA in Accounting from La Salle University.
Modera Wealth Management, LLC is a Westwood, NJ firm with $17.7B under management, 6,308 clients and 106 advisers across 31 offices, as of its September 2026 filing.
Before joining Modera in 2015, Runyen worked on the audit and tax teams at PricewaterhouseCoopers and began his career at a Pennsylvania advisory firm.
- – present · 5 yearsWayne, PA · Adviser representative · Firm CRD 155649
- Independence Advisors, LLC– · 5 yearsWayne, PA · Adviser representative · Firm CRD 153687
- Blue Bell Private Wealth Management, LLC– · 1 yearBlue Bell, PA · Adviser representative · Firm CRD 134184
Credentials and registrations
Professional designations
Listed by Modera Wealth Management
- CERTIFIED FINANCIAL PLANNER® professional
- Certified Public Accountant (CPA)
- Personal Financial Specialist (PFS)
Investment adviser representative registrations
| State | Status | Since |
|---|---|---|
| Pennsylvania | Approved | 4 January 2021 |
| Texas | Approved | 15 July 2021 |
- Status
- Approved
- Status
- Approved
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 2 October 2006 |
- Name
- Uniform Investment Adviser Law Examination
Individual record
- Full name
- Patrick Dennis Runyen
- CRD
- 5268397
- Office
- 620 LEE ROAD, SUITE 100, Wayne, PA 19087
- Firm bio
- moderawealth.com
Disciplinary history is not reported here, in either direction. Check the SEC record.
Common questions
Where does Patrick Runyen work?
Patrick Runyen has held the title Elected Manager at Modera Wealth Management, LLC since May 2025, and is a control person of the firm.
Is Patrick Runyen a financial advisor?
Yes. Patrick Runyen has a current investment-adviser registration in Pennsylvania and Texas, through Modera Wealth Management since January 2021.
How many years of experience does Patrick Runyen have?
Patrick Runyen has 13 years in the financial industry, since June 2013, across 3 adviser firms.
What exams has Patrick Runyen passed?
Patrick Runyen passed the Series 65 in October 2006.
Where did Patrick Runyen work before Modera Wealth Management?
Before Modera Wealth Management, Patrick Runyen was registered through Independence Advisors, LLC, March 2015 to January 2021; Blue Bell Private Wealth Management, LLC, January 2007 to October 2008.
Where is Patrick Runyen based?
Patrick Runyen’s registered office is in Wayne, PA.
Is Patrick Runyen a CFP?
Modera Wealth Management lists Patrick Runyen with the CFP credential (“CERTIFIED FINANCIAL PLANNER® professional”) on its website. CFP Board confirms certification status.
Source: Modera Wealth Management biography of Patrick D. Runyen
Leadership at Modera Wealth Management
- Thomas OrecchioElected Manager and Chief Executive Officer
- Joseph MccuinePresident
- James KippChief Financial Officer
- Shelly KapoorChief Operating Officer
- Theresa DaysChief Compliance Officer and Principal
- John CeparanoElected Manager
- Sarah DerGarabedianElected Manager
- Regan FadChief Legal Officer
- Gaurav MallikChief Investment Officer
- George PadulaElected Manager
- Benjamin RobinsAppointed Manager
- Ethan WangAppointed Manager
- Mark WilloughbyElected Manager
- Michael ZiemerElected Manager