Gary Roth is a co-founder and co-CEO at Modern Wealth Management, where he is responsible for execution of the company’s business plan. Prior to being a part of the founding team at Modern Wealth, Roth was a managing director at Goldman Sachs Personal Financial Management. He also served as Chief Business Officer and Chief Financial Officer at United Capital, where he was part of the team that co-founded, scaled and sold United Capital, a $25 billion RIA with 90 locations, to Goldman Sachs for $750 million.

Roth was also a co-founder at AssureNet, one of the cloud computing pioneers in financial services that created salesforce automation solutions for financial consultants and insurance brokers.

Roth holds MBAs from Columbia Business School and the University of California at Berkeley, Haas School of Business. He received his undergraduate degree from Columbia University.

Jason Gordo is a co-founder and president at Modern Wealth Management. Gordo is an accomplished wealth management executive with a diverse background in business strategy, execution, and mergers and acquisitions. Prior to joining the founding team at Modern Wealth, Gordo was a Managing Director at Goldman Sachs Personal Financial Management where he was Head of Advisor Growth.

Gordo was part of the team that scaled and sold United Capital, a $25B RIA with 90 locations, to Goldman Sachs for $750M. While at United Capital he held various positions, including Head of Office and Head of FinLife Partners. Gordo was also a member of the United Capital executive team where he worked to help drive the firm’s growth and success.

Before joining United Capital, Gordo co-founded Valley Wealth, Inc., a wealth management firm that served high-net-worth clients, endowments, foundations, and corporate retirement plans. Under his leadership, the firm was named to Forbes Magazine’s list of fastest-growing RIAs.

Gordo graduated from Gonzaga University, earning a master’s degree in organizational leadership. He also holds industry credentials from the College for Financial Planning and the Center for Fiduciary Studies.

Mike Capelle is a co-founder and co-CEO at Modern Wealth Management. From his decades-long career in wealth management, Capelle has experience building advisor-client wealth management platforms to drive continuous growth. Prior to co-founding Modern Wealth, Capelle was a managing director at Goldman Sachs Personal Financial Management, where he was the Head of High-Net-Worth Product.

In addition, Capelle was part of the team that co-founded, scaled, and sold United Capital, a $25 billion RIA with 90 locations, to Goldman Sachs for $750 million, where he served as Chief Platform Officer. Capelle was responsible for the company’s operating platform and technology and for driving enterprise innovation. He was also a member of the firm’s Investment Committee.

Early in his career, Capelle worked on microprocessor design and manufacturing at Intel Corporation. Capelle earned a master’s degree in management from the MIT Sloan School of Management and a master’s degree in electrical engineering and computer science from MIT. He earned his undergraduate degree from the University of Illinois at Urbana-Champaign.