MONTEREY, Calif.--(BUSINESS WIRE)--Modern Wealth Management (“Modern Wealth”), a national registered investment advisory (RIA) firm founded to meet the evolving needs of today’s financial professionals and their clients, today announced new additions to its team. Joining the ranks are Shad Besikof as managing director, Danny Henneghan as vice president and Casey Harrison as manager. These new appointments serve to strengthen the firm’s Partnership Development team, and they will drive the firm’s national expansion strategy by acquiring RIA firms across its Western, Eastern and other key regions.
Prior to joining Modern Wealth, Besikof was Head of Mergers and Acquisitions (M&A) and Corporate Development at Exencial Wealth Advisors, where he led the firm’s acquisition and business development strategies. In this role, he worked with and integrated national RIA custodians and boutique RIAs to the firm. Based in Laguna Beach, California, Besikof will utilize his 25-year experience in M&A, sales and wealth management to lead Modern Wealth’s Partnership Development team, identifying and onboarding RIA firms located within the Western Region.
"I’m excited to join Modern Wealth as we deploy our national growth strategy through key RIA acquisitions in the western US,” said Besikof. “I’m looking forward to utilizing my extensive background in M&A, leadership and business development to further the firm's expansion. Additionally, I’m keen to work with leading RIAs as they transition onto Modern Wealth’s integrated platform.”
Henneghan brings over 10 years of M&A and wealth management experience to Modern Wealth, He was most recently a vice president at First Republic Bank and prior to that was a part of the partnership development team at Focus Financial. Based in Detroit, Michigan, Henneghan will lead Modern Wealth’s RIA M&A and onboarding activity in the Eastern Region, complementing Besikof’s efforts in the Western Region and furthering Modern Wealth’s efforts to support high-potential RIA firms nationwide.
"As Modern Wealth looks to bring its personalized service model to RIAs across the East Coast, I’m eager to activate on the acquisition strategy and to incorporate prospective firms into the Modern Wealth framework,” said Henneghan. “The Partnership Development team is ready to escalate Modern Wealth’s growth by partnering with and acquiring RIAs with a shared commitment to excellent client service.”
Harrison joins Modern Wealth from Goldman Sachs Personal Financial Management, where she most recently held the role of Associate of Advisor Engagement. In this capacity, she was responsible for gathering key information and documentation to ensure the seamless integration of prospective and acquired RIA firms. Tapping her 11 years of experience in wealth management and project management, Harrison will oversee the development and progress of Modern Wealth's M&A activity, managing each acquisition from inception to completion.
"With advisors needing extensive support as they onboard Modern Wealth, I’m excited to walk alongside them and make the transition as smooth as possible,” added Harrison. “Having managed over 50 wealth management transitions throughout my career to date, I’m eager to apply my project management expertise at Modern Wealth to offer our advisory firm partners a seamless experience.”
"We are executing our business plan and this high-caliber team will accelerate our growth,” says Jason Gordo, president of Modern Wealth. “Our three newest teammates’ industry experience and proven capability to execute in this space speaks for itself. We can’t wait to see what Shad, Danny and Casey can do.”
Since its launch in April and recent acquisition of Barber Financial Group, Modern Wealth has placed an increased focus on hiring a team of experienced professionals to reinforce its expansion initiatives. Most recently, the firm announced the hiring of Stephen Tuckwood, CFA® as Director of Investments and Nicole Bittner as Head of Growth Operations to advance Modern Wealth’s investment management and organic growth strategies. To learn more about Modern Wealth and view open roles, please visit modwm.com.
About Modern Wealth Management
Modern 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 Modern Wealth’s next generation platform and advice delivery model, please email email@example.com or visit modwm.com.
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