Modern Wealth Management has hired a 20-year industry veteran with experience of building out two nationwide wealth management firms to drive its growth initiatives.
Jason Del Col join the executive team as head of advisory to lead the advisory services platform and manage the strategic evolution of the $3 billion firm. His experience includes positions as managing director at Goldman Sachs, head of advisory at United Capital Financial Advisors, and executive managing director and a member of the founding team at BNP Paribas Asset Management (formerly FundQuest).
It's not the first time that Del Col has worked with Mike Capelle, Gary Roth and Jason Gordo, the founders of Modern Wealth, who launched their firm with $200 million of private equity backing from Crestview Partners after having worked together at United Capital, which was acquired by Goldman Sachs.
“I’ve had the great privilege of calling Gary, Jason and Mike colleagues for many years. I’m energized by the opportunity to join forces once again to help steer the strategic direction of the firm, inclusive of our advisory services and organic growth strategy,” Del Col said. “I’m looking forward to joining the dynamic team at Modern Wealth, which has seen significant success within just a year of launch, to help build and strengthen our rapidly expanding national presence.”
In his new role, he will also oversee the firm’s growth hub, which was developed to build an integrated, enterprise-wide strategy for lead management, distribution and client onboarding.
Co-founder and co-CEO Gary Roth says that the addition of Del Col reflects Modern Wealth’s ambitious growth plans.
“We were looking for a proven leader with a strong track record in the industry – someone who can help to drive growth and enhancements for our offices nationwide,” he said. “Leveraging Jason’s industry expertise and execution ability in building wealth management platforms, including advisor teams and client bases, is critical to our growth initiatives.”
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