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Senior Management
Gary Roth
Co-CEO
Mike Capelle
Jason Gordo
Co-Founder and President
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modern wealth management
HQ - United States
Diversified Financials
5 Apr 2023
Investment Date
£ 160 M
Deal Value
autumn wind asset management
28 Mar 2024
100%
Stake
n/a
wealth management solutions
21 May 2024
c&j wealth advisors
Private Equity
11 Jul 2024
petso financial
24 Oct 2024
planned asset management
8 Apr 2025
wade financial advisory
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