MODERN CAPITAL - Key Persons

Alex Bebis

Job Titles:
  • COO / Head of Case Design
MikeMieleisamanagingpartnerandCMOofModernCapitalExecutiveSolutions.AsaformerRegionalVicePresidentofBFBGallagherandDevelopmentAnalystwithStearnsFinancial,Mikebuiltandledstrategicpartnerships,helpingbothcompaniesachieveanationalfootprint.Whenitcomestohispractice,Mikeconsultswithnonprofitorganizationsonplanstrategiesandspecializesinregulatorycompliancematters,planadministration,andplanperformancefornon-qualifieddeferredcompensationplans.MikehasaBachelorofSciencedegreeinEconomicsandEntrepreneurialLeadershipfromTuftsUniversity.OutsideoftheofficeMikeisextremelyactiveandgiventhetimeofyear,youcanfindhimgolfing,skiing,biking,andsurfing.SometimeshisgoldenretrievernamedMayajoinsinthefuntoo!

Brad Atkins

Job Titles:
  • Head of RIA and Broker Dealer
John(Bernie)Winnehasrecentlyretiredafteralengthycareerinthecreditunionindustrywhichspannedmorethan40years.HewasthePresidentandCEOatBostonFirefightersCreditUnionforthepast20yearsandgrewthatcreditunionfrom$75Mto$425Minassets.Hewasalong-timememberoftheBoardofDirectorsandChairmanoftheMassachusettsCreditUnionLeagueandtheCooperativeCreditUnionAssociation.HehasbeenamemberofseveralCUNAcommitteesincludingAdvocacyandConsumerComplianceandCharterEnhancement.HeisnowenteringanewphaseinhisprofessionallifeasaRegionalVicePresidentwithModernCapital.Inthisrolehewillcontinuehisdedicationtothecreditunionindustryworkingonissuespertainingtoexecutivecompensationandretention,prefundingemployeebenefitsandcharitabledonationaccounts. BradleyAtkinsfoundedModernCapitalwithaboldvisionforfinancialservicessolutions.Mr.Atkinshasover20yearsofexperienceininvestmentstrategyandwealthmanagementinretailandinstitutionalsectors.Asaserialentrepreneurinthefinancialservicesindustry,BradleyhascreatedModernCapitaltoenvisionacompanyinwhichmulti-generationalwealthcreationopportunitiesexpandbeyondthemega-wealthytobecomeaccessibletotheeverydayretailinvestor.Priortofoundingthefirm,BradleyacquiredLibertyPartnersFinancialServices,LLC,acomprehensivefinancialservicesfirmofferingbroker-dealer,investmentadvisoryandpracticemanagementservices.Priortothis,Mr.AtkinsbuiltandleadtheSouthCarolinaOfficeofMassachusettsMutualLifeInsuranceasPresidentandGeneralAgent.

Carly Wilhelm

Job Titles:
  • Regional Vice President
  • Regional Vice President of Modern Capital Executive
OutstandingFinancialServicesentrepreneurwithsignificantsales,marketing,andmanagementexperience.Strategicadvisordevelopingrelationshipsandimplementingcompensationplanswithanemphasisonnot-for-profitcompensationconsulting,supplementalexecutiveretirementplans,executivebenefit,employeebenefit,insurance,andinvestmentproducts.

Erika Peterson

Job Titles:
  • Head of Case Management
LindseyW.CooperJr.istheownerandfounderoftheLawOfficeofL.W.CooperJr.,LLC.Hispracticeareasprimarilyfocusonrepresentingbusinessentitiesandindividualsinavarietyoftax,corporate,transactionalandotherlegalmattersrelatedtofinanciallydrivematters.Inaddition,Mr.Cooper'sclientsseekassistanceintaxcontroversies,taxlitigation,andbusinesslitigationduetohisserviceasatrialattorneywiththeU.S.DepartmentofJustice,TaxDivision.

Jack Cotlar

Job Titles:
  • Underwriting Specialist
Mr.DaSilvaisapartneratMirickO'ConnellinWorcester.AdvisingCEOs,CFOs,taxdirectors,generalcounsels,boardsofdirectors,compensationcommittees,andhumanresourceprofessionalsontaxandregulatoryissuesaffectingcompensationandbenefits.Expertiseinexecutivecompensationhealth,retirement,fringebenefits,deferredcompensation,andERISA.(ExecutiveRetirementIncomeSecurityAct).Healsohelpsplanfiduciariestodevelopandimplementgovernancepractices.HeisamemberoftheInternationalLawyersNetworkandtheMassachusetts,Boston,Connecticut,andNewYorkBarAssociations.HeholdslawdegreesfromBostonUniversity,QuinnipiacUniversity,andWesternConnecticutStateUniversity.

Jeffrey Adler

Job Titles:
  • Regional Vice President

Jordan Josephson

Job Titles:
  • Regional Vice President
Stevenhasover20+yearsofexperienceinthelifeinsuranceindustry.Hespecializesincreatinginsurancesolutionsandfinancialmodelsthatbringclaritytothedecision-makingprocess.Hehasanextensivebackgroundininsuranceanalysis,casedesign,underwritingandpolicyperformancereviews.Stevenstartedhiscareerasalifeinsurancemarketertoindependentinsuranceagents,insuranceagenciesandnationalbrokerdealers.Healsogainedvaluableexperienceatfinancialplanningfirms,designinginsurancesolutionsthatoptimizepolicybenefitsandtaxefficienciesforaffluentclients.Stevenwasborn,andstillresides,inSouthernCalifornia.Outsideoftheoffice,heishappiestwithhiswifeStephanieandsonEthan.

Karen Riano

Job Titles:
  • Office Administrator

Kris Wild

Job Titles:
  • Co - CIO
AndrewKroutisaninvestmentconsultantandoutsourcedChiefInvestmentOfficeratModernCapital.HeisalsoaWealthAdvisorandChiefInvestmentOfficeratDeGrooteFinancialGroup,LLC.Previously,AndrewservedasChiefInvestmentOfficerwithKellyFinancialinBostonMassachusettssince2013.HegraduatedfromSaintFrancisUniversitywithadegreeinbothfinanceandaccounting.Andrewispassionateaboutservinghisclientsandinvestmentmanagementandhowtoapplynewsandcurrenteventstoinvestmentdecisions.HeplayedDivision1golfincollege,andstillenjoysplayingandwatchingthesportinhisfreetime.

L.W. Cooper Jr

Job Titles:
  • Owner and Founder of the Law Office of L.W. Cooper Jr., LLC

Lynn Weirick

Job Titles:
  • Regional Vice President
CarlyisaRegionalVicePresidentofModernCapitalExecutiveSolutions.AsaformerSVPatGQRGlobalMarketsandRegionalDirectorandManagingPartneratAdaptiveMedicalPartners,Carlyhasbeenconsultinginthehealthcareindustryfor10+years.ShehasbeenprimarilyfocusedonpartneringwithC-levelexecutivesinallclinicalandhospitalsettingstodevelopsuccessfulstrategiestorecruitphysicians,nursesandexecutives.Carlyhasbeenavaluedconsultantwithherclients.Inaddition,sheaddssignificantvaluetohercompanythroughgainingstrategicpartnerships,buildingoutdynamicinternalteams,andstreamliningcosts&operationalworkflows.Inhersparetime,Carlyenjoysinvestinginstartups,traveling,yoga,andanythingwaterrelated.

Ryan Millman - CEO

Job Titles:
  • CEO
  • Managing Partner
  • Managing Partner and CEO of Modern Capital Executive
AlexBebisspecializesinthedesign,implementation,andmonitoringofNon-QualifiedDeferredCompensationarrangements/SupplementalExecutiveRetirementPlansforNon-ProfitsandClosely-HeldBusinesses.Morespecificallyforseniorexecutives,directors,andotherhighlycompensatedindividualswhichtheOrganizationswishtorecruit,retainorreward.BeforejoiningModernCapital,AlexservedasanAdvancedCaseDesignspecialistforalargelifeinsurer,wherehedevelopedlifeinsurance-basedsolutionsforhigh-net-worthindividuals,gearedtowardexecutivecompensation,taxefficiency,andestateplanning. RyanisaManagingPartnerandCEOofModernCapitalExecutiveSolutionsinBoston,MA.AsaformerSeniorPartnerofStearnsFinancialGroup&RegionalVicePresidentofBFBGallagher,heisrecognizedasanindustryexpertregardingnon-qualifieddeferredcompensation.Ryanhasworkedwithover200tax-exemptorganizationswithupdating,enhancing,anddesigningtheirsupplementalexecutive&keyleadershipmemberretentionplans.Acommonthemeacrosshisconsultingengagements,Ryanfocusesonaligningdata,relationships,andcircumstancestodrivemutuallybeneficialoutcomesforboththeorganizationsandindividualsinquestion.RyangraduatedfromTuftsUniversityin2015withadualdegreeinQuantitativeEconometricsandEntrepreneurship.Atheart,Ryanisanentrepreneurthatisdrivenbyhelpingindividualsinallaspectsofhislife.

Steven Herrera

Job Titles:
  • Case Design Specialist

Tony DaSilva

Job Titles:
  • Independent SERP Attorney