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 $25B RIA with 90 locations, to Goldman Sachs for $750M.Roth was also 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.
Modern Wealth Management
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Co-Founder And Co-Ceo, Modern Wealth ManagementModern Wealth Management Apr 2023 - PresentModern Wealth Management is a national registered investment advisory (RIA) firm reimagining the delivery of financial advice. Co-Founded by former United Capital executives Gary Roth, Mike Capelle and Jason Gordo, Modern Wealth was designed to anticipate the needs of Americans at every stage in life by providing a full suite of wealth management services carried out by a team of experts specializing in financial planning, tax planning and preparation, personal banking, estate planning and more. Strategically acquiring high-growth RIAs across the country, Modern Wealth plans to establish regional offices in key locations spanning the United States. To learn more about, please visit modwm.com. Registration with the U.S. Securities and Exchange Commission does not imply a certain level of skill or training. Past performance is not necessarily indicative of future results.
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Managing DirectorGoldman Sachs Personal Financial Management May 2005 - May 2022Formerly United Capital (2005-2019). Chief Business Officer (2016-2019), Chief Financial Officer (2007-2016), Chief Operating Officer (2005-2007)
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Chief Financial OfficerUnited Capital Finanical Partners, Inc Jan 2007 - Jan 2016Irving, Texas, UsMr. Roth is responsible for execution of the company's business plan, financial reporting and for coordination among the key operational functions of the company. He serves on the Executive Committee and on the board of directors of UCFA. -
Co-Founder And Senior ExecutiveAssurenet 1995 - 2003Co-founder and senior executive of cloud computing pioneer for financial services. Created sales force automation platform for financial consultants and insurance brokers to access multiple sales illustration applications online and built business intelligence application for real-time reporting on sales activity. Clients included multiple Fortune 100 financial services companies.
Gary Roth Education Details
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Columbia Business SchoolMba -
University Of California, Berkeley, Haas School Of BusinessMba
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Columbia UniversityHistory
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Columbia College, Columbia UniversityHistory
Frequently Asked Questions about Gary Roth
What company does Gary Roth work for?
Gary Roth works for Modern Wealth Management
What is Gary Roth's role at the current company?
Gary Roth's current role is Co-founder & Co-CEO, Modern Wealth Management.
What schools did Gary Roth attend?
Gary Roth attended Columbia Business School, University Of California, Berkeley, Haas School Of Business, Columbia University, Columbia College, Columbia University.
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