Building Modern Wealth Management

The Modcast | Episode 001

Welcome to The Modcast, hosted by Gary Roth and Jason Gordo, and presented by Modern Wealth Management. In our inaugural episode, “Building Something Modern,” we delve into the fascinating journey of building Modern Wealth Management, exploring its origins, evolution, and the vision driving its future.

Catch-Up with Casey Harrison to Learn More

Gary and Gordo breakdown how they got to where they are today from United Capital, to Goldman-Sachs, to Modern Wealth Management. What happened along the journey? What lessons were learned? And what experiences were taken into creating a new team with a new mission?

Additional Resources: https://www.capitalgroup.com/ria/insights/news/article/citywire-opinion-the-dirty-little-secret-about-ria-organic-growth-a2443471?category=Profiles