Shad Besikof is a twenty-five-year veteran in the RIA space who started as an advisor at both Oppenheimer and Paine Webber (now UBS). He’s held leadership and business development roles at the top three custodians (Schwab, Fidelity, and BNYM Pershing) where he converted billions in assets from Wirehouses, IBDs, and in some cases competing custodians. He’s served as President and COO at a Family Offices funded RIA tuck-in/supported RIA model that later sold to Dynasty in 2023.

Prior to joining forces with the former United Capital Executive team, which now makes up Modern Wealth Management as Managing Director, he was Head of M&A for a $4.3 billion RIA where he made acquisitions and also ran a team of approximately 20+ advisors driving double digit organic growth.

His primary responsibility at Modern Wealth Management is to strengthen the firm’s Partnership Development and drive the firm’s national expansion strategy by acquiring RIA firms West of the Mississippi.

Shad is a graduate of The Graziadio Business School at Pepperdine University, where he earned his MBA and his undergraduate degree in Economics from the Eller School of Business at The University of Arizona.