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President Jason Gordo News Today : Breaking News, Live Updates & Top Stories | Vimarsana

Modern Wealth Management Adds Tax Expertise

The RIA firm acquires an Indiana-based team of 10, including 3 CPAs, and around $100M in managed assets.

United statesJason gordoMartin jamesCeos gary rothMike capelleKyle martinWorld equity groupOsiwala financial groupBarber financial groupModern wealth managementUnited capitalCrestview partnersMartin james investmentTax managementModern wealthWorld equity

Modern Wealth Management Announces 4th Acquisition in 5-Month History

Modern Wealth has completed a 4th acquisition after establishing its first anchor offices just weeks after its PE-backed April launch.

United statesJeremiah johnsonJason gordoStephen tuckwoodBrian johnsonBarber financial groupGoldman sachsModern wealth managementUnited capitalKansas cityModern wealthDean barberBarber financialPresident jason gordo

RIA Roundup: DayMark Wealth Partners Doubles AUM with Wells Fargo Grab

Ex-Goldman Sachs execs are joining a new RIA, Hightower's investing in a $1 billion Wash.-based RIA, and Captrust is acquiring a $538 million firm.

San franciscoUnited statesLee summitJohn coyneTom manningMichael schreiberMike drennenJoseph schmidtJeff rauppTodd funkMatt logarStephanie brucknerHeacock jonesKelly watzkaLos angelesTim mitrovich

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 statesKansas cityJason gordoMike capelleCo ceos gary rothKen osiwalaBarber financial groupTd ameritradeOsiwala financial groupModern wealth managementUnited capitalGary rothPresident jason gordoBarber financialDean barberPresident 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 statesCo ceos gary rothJason gordoMike capelleDan kilpatrickTom prescottJoe duranAdvisory services networkFidelis insurance holdingsAdvisory servicesVenerable holdingsGoldman sachsFormer united capitalGary rothPresident jason gordoWealth management

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