People Moves

Who's Moving Where In Wealth Management? – Modern Wealth Management, Abacus Group

Editorial Staff April 11, 2024

Who's Moving Where In Wealth Management? – Modern Wealth Management, Abacus Group

The latest moves and appointments in wealth management in the Americas.

Modern Wealth Management
Modern Wealth Management, a national RIA launched in April 2023, has appointed Goldman Sachs and United Capital executive Jason Del Col as head of advisory services.

With 25 years of wealth management experience, Del Col has expertise in building national advisory firms through inorganic and organic growth initiatives. He will use his experience gained at Goldman Sachs and United Capital to establish Modern Wealth’s national footprint, the firm said in a statement. 

Working alongside the Modern Wealth executive team, Del Col will help to lead the firm’s advisory services platform and manage its strategic evolution, while also overseeing operations at the firm’s organic growth-machine–the growth hub. As Modern Wealth seeks to expand its service model with advisors specializing in financial planning, tax preparation, retirement planning and more, Del Col will be tasked with broadening the wealth management platform’s range of services, advisory base and national presence, the firm added. 

Modern Wealth Management has also recently acquired six firms within a year, most recently acquiring New York-based Beltz Ianni & Associates to establish its retirement plan advisory business, increasing its assets under management (AuM) to over $3 billion. See more here. 

Abacus Group
Abacus Group, a US managed services provider to alternative investment firms, has appointed Anthony J D’Ambrosi as its new CEO.

D’Ambrosi is replacing Chris Grandi, who has taken up the chairperson role. D’Ambrosi brings more than three decades of global IT and service provider industry experience to the job.  

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