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Modern Wealth Management Buys $1 5B Barber Financial Group
New RIA from former Goldman Sachs and United Capital executives announces first acquisition, establishing anchor offices in the nation’s Midwest.
United states
Kansas city
Jason gordo
Mike capelle
Co ceos gary roth
Ken osiwala
Barber financial group
Td ameritrade
Osiwala financial group
Modern wealth management
United capital
Gary roth
President jason gordo
Barber financial
Dean barber
President ken osiwala
Ex-Goldman and United execs launch Modern Wealth Management
The firm will compete against a growing group of rivals, but its founders expect to attract a billion-dollar advisory firm by the end of the year.
United states
Co ceos gary roth
Jason gordo
Mike capelle
Dan kilpatrick
Tom prescott
Joe duran
Advisory services network
Fidelis insurance holdings
Advisory services
Venerable holdings
Goldman sachs
Former united capital
Gary roth
President jason gordo
Wealth management
United Capital Executives Launch Modern Wealth With PE Backing
Three United Capital founders have left executive positions at Goldman Sachs to build an RIA with $200 million from Crestview Partners.
Jason gordo
Dan kilpatrick
Mike capelle
Co ceos gary roth
Brandon kawal
Joe duran
Goldman sachs
Three goldman sachs
Gary roth
President jason gordo
Modern wealth management
Crestview partners
Modern wealth
United capital
Valley wealth
Crestview partner dan
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