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 the hiring of Stephen Tuckwood, CFA®, as Director of Investments and Nicole Bittner as Head of Growth Operations. These new hires signify Modern Wealth’s commitment to building a robust investment platform and generating organic client growth through strategic lead generation and development.
Launched in April 2023, Modern Wealth is focused on acquiring RIAs in key locations across the United States. Its objective is to establish an integrated enterprise with a dedicated team of specialists who will assist advisors in providing comprehensive financial advice. Recently, Modern Wealth announced its first acquisition with the addition of Barber Financial Group, which advances the firm’s nationwide expansion strategy and development of its holistic client-service platform. Tuckwood and Bittner join Modern Wealth to complement and advance the firm's growth strategy, focusing on investment management and lead generation, respectively.
Prior to joining Modern Wealth, Tuckwood was Vice President of Alternative Investments & Manager Selection at Goldman Sachs, where he was part of a team responsible for sourcing, performing due diligence on and onboarding external investment solutions for the firm’s Asset & Wealth Management Division. Tuckwood will now oversee Modern Wealth’s overall investment processes, help build out its investment platform and collaborate with current and future partners on developing strategic investment plans.
"I’m eager to join Modern Wealth in developing and implementing the firm’s investment processes and overall platform for our advisors,” said Tuckwood. “My focus will be on building out the firm’s investment function to ensure that our advisors have access to the best possible resources and tools to support their clients.”
Bittner joins Modern Wealth from Goldman Sachs, where she most recently held the role of Vice President of Strategic Partnerships and Commercial Engagement. In this capacity, she facilitated successful lead generation, client conversion, and pipeline management by overseeing ongoing partnerships for financial advisors. With Modern Wealth, Bittner will focus on managing organic growth channels as well as building out a team responsible for delivering qualified prospects to the firm’s advisory teams.
"I’m thrilled to be joining at the ground floor of Modern Wealth's journey towards nationwide growth,” added Bittner. “I’m looking forward to working with the talented team here to build and execute a robust growth strategy that will deliver results for our advisors and the firm at large."
"As Modern Wealth is quickly building out its national footprint, Stephen and Nicole will be pivotal in building key functions and teams necessary to maintain our rapid growth,” shared Gary Roth, co-CEO at Modern Wealth Management. “We’re excited to welcome Stephen aboard to lead our investment platform development, while Nicole will play an invaluable role in managing our organic growth channels and opportunities.”
As Modern Wealth expands its business by developing compelling investment strategies and making strategic acquisitions, the company is also adding key members to its sales and business development teams. 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 info@modwm.com or visit modwm.com.
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