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Cover Image MODERN WEALTH MANAGEMENT
MODERN WEALTH MANAGEMENT

MODERN WEALTH MANAGEMENT

Deals Overview

Total Deals9
Valued Deals1
Total Value£ 160 M
Avg. Deal Size£ 160 M

Market Context

Senior Management

  • Gary Roth

    Gary Roth

    Co-CEO

  • Mike Capelle

    Mike Capelle

    Co-CEO

  • Jason Gordo

    Jason Gordo

    Co-Founder and President

Sort

jr

jamie reiff

Managing Director at MODERN WEALTH MANAGEMENT

Manager

1

Deal

n/a

Total Value

so

sam ogrizovich

Managing Director at MODERN WEALTH MANAGEMENT

Manager

1

Deal

n/a

Total Value

st

stephen tuckwood

Director of Investments at MODERN WEALTH MANAGEMENT

Manager

1

Deal

n/a

Total Value

gr

gary roth

Co-CEO at MODERN WEALTH MANAGEMENT

Manager

2

Deals

£ 160 M

Total Value

mk

mark king

Managing Director at MODERN WEALTH MANAGEMENT

Manager

1

Deal

n/a

Total Value

mc

mike capelle

Co-CEO at MODERN WEALTH MANAGEMENT

Manager

3

Deals

£ 160 M

Total Value

dh

david hilton

Managing director at MODERN WEALTH MANAGEMENT

Manager

1

Deal

n/a

Total Value

kw

ken watten

Managing director at MODERN WEALTH MANAGEMENT

Manager

1

Deal

n/a

Total Value

jg

jason gordo

Co-Founder and President at MODERN WEALTH MANAGEMENT

Manager

8

Deals

£ 160 M

Total Value

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