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MODERN WEALTH MANAGEMENT

Deals Overview

Total Deals8

Valued Deals1

Total Value£ 160 M

Avg. Deal Size£ 160 M

Market Context

Senior Management

Gary Roth
Co-CEO
Mike Capelle
Co-CEO
Jason Gordo
Co-Founder and President

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jason gordo

Co-Founder and President at MODERN WEALTH MANAGEMENT

Manager

Deals

£ 160 M

Total Value

sam ogrizovich

Managing Director at MODERN WEALTH MANAGEMENT

Manager

Deal

n/a

Total Value

jamie reiff

Managing Director at MODERN WEALTH MANAGEMENT

Manager

Deal

n/a

Total Value

stephen tuckwood

Director of Investments at MODERN WEALTH MANAGEMENT

Manager

Deal

n/a

Total Value

gary roth

Co-CEO at MODERN WEALTH MANAGEMENT

Manager

Deals

£ 160 M

Total Value

mark king

Managing Director at MODERN WEALTH MANAGEMENT

Manager

Deal

n/a

Total Value

mike capelle

Co-CEO at MODERN WEALTH MANAGEMENT

Manager

Deals

£ 160 M

Total Value

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