Athanasios Kolefas

Current Employers

Employment History

• 07/2004 → 11/2018
  Tiaa/Nuveen Investment Management
  New York, NY
• 11/2018 → 05/2020
  Retired
  Closter, NJ
• 05/2020 → 04/2022
  Epirus Investment Management
  Closter, NJ
• 04/2022 → Present
  Modera Wealth Management, Llc
  Westwood, NJ

Other Businesses

(1.) NAME OF OBA: COSMOS HOLDINGS INC.; ADDRESS OF OBA: 141 WEST JACKSON BOULEVARD, SUITE 4236; NATURE: PHARMACEUTICAL/NUTRACEUTICALS; INVESTMENT-RELATED: NO; TITLE WITH OBA: ADVISORY BOARD MEMBER; DUTIES: ADVISING MANAGEMENT AND BOD ON CAPITAL MARKETS AND OVERALL STRATEGY; START DATE: 01/11/2019; APPROX. NUMBER OF HOURS/MONTH: 8; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 2; (2.) NAME OF OBA: ST. JOHN THE THEOLOGIAN ORTHODOX CHURCH; ADDRESS OF OBA: 353 EAST CLINTON AVENUE, TENAFLY, NJ 07670; NATURE: CHURCH; INVESTMENT-RELATED: NO; TITLE WITH OBA: CHAIRMAN OF AUDIT COMMITTEE, MEMBER OF FINANCE COMMITTEE; DUTIES: AUDIT FINANCIAL STATEMENTS AND METHODS AND PROCESSES ANNUALLY, ASSIST CHURCH IN MAKING SIGNIFICANT FINANCIAL DECISIONS (DORMANT OF LATE); START DATE: 01/01/2016; APPROX. NUMBER OF HOURS/MONTH: 8; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 1; (3.) NAME OF OBA: WESTWOOD DINER INC.; ADDRESS OF OBA: 301 OLD HOOK ROAD, WESTWOOD, NJ 07675; NATURE: DINER/EATING ESTABLISHMENT; INVESTMENT-RELATED: NO; TITLE WITH OBA: ADVISOR TO OWNER; DUTIES: OVERSEE FINANCIAL RESULTS; START DATE:07/01/2021; APPROX. NUMBER OF HOURS/MONTH: 8; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0

Exams

• S63 Uniform Securities Agent State Law Examination
  2000-06-13

Designations

Other Names

• Thomas Athanqsios Kolefas
• Tom Athanasios Kolefas
• Tom A
• Thomas A Kolefas
• Thomas Athanasios Kolefas