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Derek J. Bruton Email & Phone Number

Head of M and A at Modern Wealth Management
Location: San Diego, California, United States 13 work roles 2 schools
1 work email found @gstoneinc.com LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

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Work email d****@gstoneinc.com
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Current company
Role
Head of M and A
Location
San Diego, California, United States

Who is Derek J. Bruton? Overview

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Quick answer

Derek J. Bruton is listed as Head of M and A at Modern Wealth Management, based in San Diego, California, United States. AeroLeads shows a work email signal at gstoneinc.com and a matched LinkedIn profile for Derek J. Bruton.

Derek J. Bruton previously worked as Senior Managing Director at Gladstone Group Inc. and Member Board of Directors at Actifi. Derek J. Bruton holds B.A., History And Sociology from Stanford University.

Company email context

Email format at Modern Wealth Management

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*@gstoneinc.com
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Profile bio

About Derek J. Bruton

I am a financial services industry veteran of 30 years and the host of the groundbreaking industry podcast - “Can You Hold My Attention?"An innovative, experienced, and highly-respected global business and financial services executive, I have demonstrated success in driving exponential growth in small, mid-sized, and very large financial services, wealth management, and financial technology companies. I have a proven track record of demonstrating strategic, results-driven leadership to visualize a company’s potential, tackle its challenges head-on, and deliver real results. Throughout my 30 year career, I have proven that I can build businesses, turn around performance, and manage organizations through dynamic change and transformation. I have a solid reputation as a leader who hires talented individuals, and then engages and mobilizes these professionals by harnessing a shared mission and a passion for excellence. At every level of my career, I have succeeded in cultivating high-performing teams and cultures centered around the values of teamwork, transparency, and respect. My years of experience are only overshadowed by my understanding of "where the puck is going" in the wealth management and fintech industries. Combining a deep understanding of trends, success stories, and best practices in the marketplace, with valuable experience and life lessons has allowed me to create competitive advantages for the businesses I have lead.<>*Strategy Development & Execution*Revenue & Earnings Growth*Sales & Marketing Team Development*Mergers, Acquisitions, & Integrations*Team Building & Development*Strategic Partner Development & Nurturing*Product Development/Management*People & Culture Leadership*Client Relationship Management*Business Model Architecture*Profit & Loss Management*Complex Negotiations>>LEADERSHIP ACUMEN>>*Ability to craft the best strategy for business growth *Collaborate with key stakeholders to increase market visibility and brand recognition*Keen ability to connect with clients and have them rally around the firm's vision*Transform organizational culture and improve employee engagement across all business units, empowering all team members to support company objectives and adhere to the firm's core values

Listed skills include Investments, Financial Services, Wealth Management, Management, and 46 others.

Current workplace

Derek J. Bruton's current company

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Modern Wealth Management
Modern Wealth Management
Head of M and A
San Diego, CA, US
AeroLeads page
13 roles · 37 years

Derek J. Bruton work experience

A career timeline built from the work history available for this profile.

Senior Managing Director

Current

San Diego, California, United States

Jan 2022 - Present

Member Board Of Directors

Current

Minneapolis, Minnesota, United States

Apr 2022 - Present

Member Board Of Directors

Current

Reno, Nevada, United States

Jun 2021 - Present

Chief Executive Officer

Greater San Diego Area

Oversaw M&A, organic growth, and operations for the $2 billion RIA and broker/dealer, which included the responsibility for engineering and transitioning the firm through a business sale.

Apr 2018 - Apr 2021

Managing Director & Consultant

Greater San Diego Area

Oversaw and led the platform and technology build-out of the Hybrid RIA custody business.

Oct 2016 - Apr 2018

Chief Executive Officer

Greater San Diego Area

Oversaw the organic growth, M&A activity, and operations of the firm, its subsidiaries, and its affiliates, and led the development and growth of the wealth services and asset management platforms.

Aug 2014 - Oct 2016

Managing Director - Independent Advisor Services

San Diego, Ca

Executive Management Team member, charged with thought leadership, business strategy, and execution for the independent advisor and hybrid RIA segments of the business. Oversaw new store and same store sales growth, advisor satisfaction and retention, and the sourcing and transitions of acquired firms for the Independent Advisor Services channel, comprised of 11,500 advisors.

Sep 2007 - Apr 2014

Managing Director & National Sales Manager

Jersey City, Nj

Responsible for leading sales and relationship team of 75 professionals, focusing on sales strategy, business development, and relationship management for TD Ameritrade's RIA custody platform.

Mar 2004 - Sep 2007

Director - Money Manager Services

Jersey City, Nj

Built the RIA custody platform and oversaw the growth and operations success of the business.

Aug 2001 - Mar 2004

Regional Sales Director - Schwab Institutional

San Francisco, Ca And Jersey City, Nj

Supervised the largest sales region in the nation, with 350 financial advisor clients, $18 billion in custody assets, and $45 million in annual revenue.

1994 - 2001 ~7 yrs

Portfolio Manager

The Portola Group

Menlo Park, Ca

Portfolio manager for large Registered Investment Advisor (RIA) practice, providing financial planning and asset management for high net-worth families.

1992 - 1994 ~2 yrs

Equity Analyst

Tokyo, Japan

Emerging markets equity analyst for insurance division of Mitsui & Co.

1990 - 1992 ~2 yrs
2 education records

Derek J. Bruton education

B.A., History And Sociology

Activities and Societies: 4-year Varsity Letterman - Basketball, Phi Kappa Psi Fraternity

FAQ

Frequently asked questions about Derek J. Bruton

Quick answers generated from the profile data available on this page.

What company does Derek J. Bruton work for?

Derek J. Bruton works for Modern Wealth Management.

What is Derek J. Bruton's role at Modern Wealth Management?

Derek J. Bruton is listed as Head of M and A at Modern Wealth Management.

What is Derek J. Bruton's email address?

AeroLeads has found 1 work email signal at @gstoneinc.com for Derek J. Bruton at Modern Wealth Management.

Where is Derek J. Bruton based?

Derek J. Bruton is based in San Diego, California, United States while working with Modern Wealth Management.

What companies has Derek J. Bruton worked for?

Derek J. Bruton has worked for Modern Wealth Management, Gladstone Group Inc., Actifi, Dunham Trust Company, and Kingswood U.S..

How can I contact Derek J. Bruton?

You can use AeroLeads to view verified contact signals for Derek J. Bruton at Modern Wealth Management, including work email, phone, and LinkedIn data when available.

What schools did Derek J. Bruton attend?

Derek J. Bruton holds B.A., History And Sociology from Stanford University.

What skills is Derek J. Bruton known for?

Derek J. Bruton is listed with skills including Investments, Financial Services, Wealth Management, Management, Asset Management, Series 7, Sales, and Securities.

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