Co-CEO, Co-Founder
Gary Roth

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.

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