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Jason Gordo

President and Co-Founder, Modern Wealth Management

Jason Gordo is President and co-founder of Modern Wealth Management. He is an accomplished wealth management executive with a diverse background in business strategy, execution, and mergers and acquisitions. Prior to joining the founding team at Modern Wealth, Jason was a Managing Director at Goldman Sachs Personal Financial Management where he was Head of Advisor Growth.

 

Jason was part of the team that scaled and sold United Capital, a $25 billion RIA with 90 locations, to Goldman Sachs for $750 million. While at United Capital he held various positions, including Head of Office and Head of FinLife Partners. Jason was also a member of the United Capital executive team where he worked to help drive the firm’s growth and success.

 

Before joining United Capital, Jason co-founded Valley Wealth, Inc., a wealth management firm that served high-net-worth clients, endowments, foundations and corporate retirement plans. Under his leadership, the firm was named to Forbes Magazine’s list of fastest-growing RIAs.

 

Jason graduated from Gonzaga University, earning a master’s degree in organizational leadership. He also holds industry credentials from the College for Financial Planning and the Center for Fiduciary Studies.

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