Gary Roth

Co-CEO at Modern Wealth Management

Speaker

Gary Roth is co-founder and co-CEO of Modern Wealth Management, a next-generation, national RIA managing $11 billion in client assets. Co-founded the firm with the goal of delivering high-quality and comprehensive financial advice to clients across the country.

Prior to co-founding Modern Wealth, Roth was a managing director at Goldman Sachs Personal Financial Management. He also served as Chief Business Officer, Chief Financial Officer and Chief Operating Officer at United Capital, where he was a key member of the leadership team that built, scaled and ultimately sold the firm—a $25 billion RIA with 90 locations—to Goldman Sachs for $750 million.

Earlier in his career, Roth co-founded AssureNet, a cloud computing pioneer in financial services that developed sales force automation solutions for financial consultants and insurance brokers.

Roth holds MBAs from Columbia Business School and the University of California, Berkeley’s Haas School of Business and earned his undergraduate degree from Columbia University.