Tuesday, March 17th, 2020

Modern Capital, a diversified financial services firm, today announced the appointment of Dan Shanahan as Executive Vice President of Operations and Talent, effective immediately. He will serve as President of the company’s retail businesses.  

Mr. Shanahan has over 20 years of experience in retail finance and a track record of building high-performing teams that drive superior growth and profitability. He previously served as General Agent at Massachusetts Mutual North Carolina for over six years where he helped to grow and develop the firm by providing guidance and support to financial services representatives seeking to expand their businesses.

Dan joins Modern Capital to advance his vision of enabling financial advisors with an entrepreneurial spirit like his own to expand their businesses.  By providing the resources of a full service advisory firm without the old school thinking that is common in so many firms today, Dan is heading a platform that is unique in the industry. “It is my view that a thoughtful approach to compliance, embracing technology, and expanding product offerings is a unique opportunity within the financial services industry for a modern advisor to significantly grow their business.” said Shanahan.

“Having worked with Mr. Shanahan previously, he is a proven leader with an unparalleled ability to consult and develop representatives to enhance their operational efficiencies and drive outstanding results.” said Bradley Atkins, CEO of Modern Capital. “At Modern Capital, we are committed to being one of the most innovative companies in our industry and are confident that Dan is the right person to lead our talent and operational growth.” 

About Modern Capital

Modern Capital is a Charleston, South Carolina based diversified financial services firm which was started with the simple yet audacious goal of improving both the experience and outcome of retail financial clients through an advisor-empowered model. This approach leverages technology and data insights along with a contemporary revisioning of products and services to democratize opportunities for wealth planning and preservation, such as had previously been reserved only for ultra-wealthy individuals and institutional investors. By building innovative investment vehicles and technologies, Modern Capital is guiding its clientele to sustainable wealth.

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As reported by AP News: