Gary Roth

Co-CEO, Co-Founder

Laguna Beach, CA

Department: Leadership Team

Gary Roth is a co-founder and co-CEO at Modern Wealth Management, which he helped to start with the goal of delivering high-quality and comprehensive financial advice to clients by building a next-generation national RIA. 

 Prior to being a part of the founding team at Modern Wealth, Roth was a managing director at Goldman Sachs Personal Financial Management. Between 2005 and 2019, he also served as Chief Business Officer, Chief Financial Officer and Chief Operating Officer at United Capital, where he was part of the team that built, 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 sales force 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. He lives in Laguna Beach, Calif., and loves music, food (cooking and eating), sports (playing and watching), and spending time with family and friends.

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