Your Team

Bradley Atkins

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

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

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!"

Peter Montalbano

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

Michael Lowenberg

Portfolio Manager

Over18 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