Brad Atkins
- Role
- CEO & Chairman of the Board at Modern Capital Inc
- Location
- Charleston, SC, US
- LinkedIn followers
- 500 followers
Experience
CEO & Chairman of the Board
Jan 2020 — Present
Bradley Atkins founded Modern Capital with a bold vision for financial services solutions. As Modern Capital’s Chief Executive Officer and Chairman of its Board of Directors, he is responsible for achieving the firm’s strategic vision. Brad has over 20 years of experience in investment strategy and wealth management in retail and institutional sectors. He views the asset management industry as ripe for digital innovation and cross industry best practice adoption, with alpha as the tangible byproduct of modernization. An innovator at heart, Brad created Modern Capital to provide modern, creative asset management solutions for institutions, private funds, and registered investment companies.
Skills
- Financial Planners
- Retirement Planning
- Series 7
- Retirement Plan Consulting
- Mutual Funds
- Qualified Retirement Plans
- Executive Benefit Strategies
- Financial Planning
- Employee Benefits
- Estate Planning
- Long Term Care Insurance
- Voluntary Employee Benefits
- Investment Advisory
- Finance
- Financial Services
- Investments
- Securities
- Retirement
- Strategic Financial Planning
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