Jacqueline Ferdowsi

Vice President, Partnership Development

Department: Partnership Development

Experience: Nearly a Decade in Wealth Management and Real Estate

Education: Pursuing MBA at Pepperdine Graziadio Business School

Jacqueline’s diverse leadership and partnership development background in wealth management and real estate has shaped her high business acumen. Her passion for the industry drives her motivation to establish and build on Modern Wealth’s partnerships, ensuring smooth business relations while attaining strategic goals.

When Jacqueline joined the Modern Wealth team in June 2024, she arrived with a proven track record in advancing scalability, corporate expansion, and capital raising by establishing and scaling organic growth engines through strategic partnerships. Through the expansion of lead-generating networks across national and international territories, Jacqueline has helped drive firm growth nearly 9x in managed assets. Recognized for leading high-performing teams, she formerly led the Corporate Development Committee and spearheaded the evaluation and integration of M&A growth opportunities and strategic initiatives at a $3 billion RIA.

Jacqueline executes strategic corporate development efforts with the principals and partnership development team to achieve the firm’s growth strategy and expansion efforts. Meanwhile, she works with the firm’s executive and management teams to ensure Modern Wealth’s brand messaging is at its strongest.

In her spare time, she continues to practice real estate and classical piano. Jacqueline enjoys staying active, traveling, discovering new dining destinations, listening to live music, and spending time with her family. Charitable causes that Jacqueline supports include the National Breast Cancer Coalition, Boys & Girls Club, and Los Angeles Regional Food Bank.

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