Managing Director, Partnership Development
Shad Besikof

Experience: Has worked in the RIA space since 1998 

Education: MBA from The Graziadio Business School at Pepperdine University; B.A. Economics from the Eller School of Business at the University of Arizona 

Shad began his career in the RIA space as an advisor at Oppenheimer and Paine Webber (now UBS). He’s held leadership and business development roles at the top-three custodians (Schwab, Fidelity, and BNYM Pershing), where he converted billions in assets from wirehouses, IBDs, and in some cases competing custodians. Shad has served as president and COO at a family offices-funded RIA tuck-in/supported RIA model that later sold to Dynasty in 2023.

Prior to joining forces with the former United Capital executive team, which now makes up Modern Wealth Management’s leadership team, he was head of M&A for a $4.3 billion RIA, where he made acquisitions and ran a team of 20-plus advisors, driving double-digit organic growth.

His primary responsibility as a Modern Wealth Management managing director is to strengthen the firm’s partnership development and drive the firm’s national expansion strategy by acquiring RIA firms across the country.

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