Your Team
Bradley Atkins
CEO & Chairman
Brad Atkins started his career in the 1990s as a retail financial services representative with American Express Financial Advisors in Atlanta, Georgia. Over the next several decades he has built and managed several businesses in the financial industry including a fin tech start up, managing an insurance agency and building a sales team in the fee-only RIA space. Since 2014 he has helmed Liberty Partners Financial Services, LLC and Modern Capital Advisors, LLC. As CEO of Modern Capital's spin-off, Modern Capital Management Company, Brad is focused on building a premiere institutional asset management firm serving advisors, portfolio managers and institutions with bespoke asset management strategies.
Brad lives in Charleston, South Carolina with his wife and two daughters. In his spare time he enjoys travel, boating and playing golf with his family.
Kris Wild
President & CIO
Kris Wild is President and CIO of Modern Capital Management Company, an SEC registered Investment Advisor. He was formerly the Chief Information Officer and Head of Product at Liberty Partners Financial Services and Modern Capital Advisors LLC, a FINRA registered broker/dealer and SEC registered investment advisor respectively, where Kris also served as a portfolio manager. Prior to Modern Capital, Kris was in the family office space and served as head of corporate strategy for Beryll Swiss Family Advisory, a Swiss multi-family office. His career started as an equity sales trader at UBS Investment Bank and Deutsche Bank in Zurich, Switzerland.
Outside of finance, Kris served as an officer in the United States Army Infantry where he was a Battalion Unit Training Manager and assistant S3 operations officer. Kris is also a director of Newpath Mutual Insurance Company, serving as its chief executive officer.
Kris holds a Bachelor of Arts with Joint Honors in Business & Finance from London Metropolitan University and completed an intermediary Masters in Quantitative Finance from Westminster Business School in London.
Michael Pierce
Head of Institutional Distribution
Michael is currently the Head of Institutional Distribution at Modern Capital, responsible for cultivating the firm's growth focus and enhancing distribution success. Holds over 28 years of experience in sales, distribution and relationship management.
Prior to joining Modern Capital, Michael was the District Director, SVP for Allianz Life. He was responsible for managing the Southeast District covering the Independent, Wirehouse & Bank channels which he was responsible for sales exceeding $12 billion. He has been in the distribution with AXA-Equitable, Jackson National prior to Allianz. Michael holds a Series 6, 63, 26, Life, Health & Variable Insurance license as well as a CRPCÒ designation.
Resides in Isle of Palms, SC, with his wife Noelle and his yellow lab, Sam. Their 5 grown kids visit often, but all are pursuing their dreams. His other passions are Skiing, Clemson football, boating, golfing, and any outdoor activity.
Favorite saying or quote, "Things happen for us, not to us!"
Mark Axmacher
Head of Global Family Office & Institutional Services
Mark is Modern Capital's Head of Global Family Office and Institutional Services. In this role, he supports the firm's clientele across North America, Europe, and Asia with privacy; capital preservation; growth; income; and multi-generational succession planning. He also works closely with the firm's Chief Investment Officer building investment portfolios for institutional clients such as Credit Unions, education, and hospital systems.
Previously, spent 17 years in private wealth management with a niche focus on alternative, non-market correlated, investments. Asset classes included operating businesses (direct investing); real estate; long only, public market; long/short hedge funds; private equity; and private credit.
Undergraduate degree is in Economics from Miami University (OH) and business at New York University's Stern School of Business through their Stern Advantage Program. Mark currently holds FINRA Series 7, 63, and 65 licenses, as well as life/health, and long-term care insurance licenses, and holds the Accredited Portfolio Management Advisor® designation from the College of Financial Planning.
Outside of work, Mark enjoys the beach, travel, tennis, and spending time with his wife, Jennifer and son, Wynn.
Peter Montalbano
Senior Portfolio Manager
Over 26 years of experience and is serving the fund as a Senior PM since 2021.
Peter started his career as an equity trader in mid-90s
In 1999, he founded and co-owned White Mountain Capital - a full service introducing broker-dealer
In 2001, he launched Bonaventure Investments and started trading a CEF strategy in a private fund.
Michael Lowenberg
Portfolio Manager
Over 18 years of experience and assists Peter in portfolio management, tactical allocation & trade execution of the fund, seeking dividend and growth-related opportunities.
Previously worked with:
A leveraged buyout firm
Bonaventure Investments since 2004 as an Executive Officer
A Private Fund as an Investment Manager
White Mountain Capital as CFO
Investors should consider the Fund's investment objectives, risks, charges, and expenses before investing. The prospectus contains this and other information about the Fund. A copy of the prospectus is available at https://gryphonfundinfo.com/mctox or by calling Shareholder Services at 800-711-9164. The prospectus should be read carefully before investing. Current and future holdings are subject to change and risk.
Investments in the Fund are subject to investment risks, including the possible loss of some or the entire principal amount invested. There can be no assurance that the Fund will be successful in meeting its investment objective. Investment in the Fund is also subject to the following risks:
· Active Trading Risk: Active trading may result in added expenses, a lower return, and increased tax liability. Since the Fund's advisor engages in high-turnover trading strategies, the Fund will have high portfolio turnover rates.
· Closed-End Fund Risk: Closed-end funds (CEFs) are subject to investment advisory and other expenses, which will be indirectly paid by the Fund resulting in duplicative fees and expenses. CEFs are also subject to management risk because the advisor to the underlying CEF may be unsuccessful in meeting the fund's investment objective.
· Equity Securities Risk: Equity securities are subject to changes in value, and their values may be more volatile than those of other asset classes. These changes in value may result from factors affecting individual issuers, industries, or the stock market.
More information about these risks can be found in the Fund's prospectus.
The Modern Capital Tactical Opportunities Fund is distributed by Vigilant Distributors, LLC., Member FINRA/SIPC. There is no affiliation between Modern Capital Management Co., including its principals, and Vigilant Distributors, LLC.
Securities offered through Modern Capital Securities Inc. Member FINRA/SIPC. Fee Based advisory services offered by Modern Capital Advisors, LLC and Modern Capital Management Company, SEC registered investment advisory firms.
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