Modern Capital Management, Co.

Bradley Atkins is a financial advisor with Modern Capital Management Co., holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His career includes roles at Modern Capital Securities, Inc., Modern Capital Advisors, LLC, Liberty Partners Financial Services, LLC, and Rethink, LLC. He serves as chairman of the board for the Modern Capital Tactical Opportunity Fund, a 1940s Act Registered Investment Advisory, on a voluntary basis. Modern Capital Management Co. primarily serves qualified and institutional clients, including credit unions, managing approximately $100.8 million on a discretionary basis. The firm employs a combination of fundamental, technical, and quantitative analysis to implement diverse investment strategies across multiple asset classes, focusing exclusively on institutional and investment company clients rather than retail individual accounts.

Ryan Millman is a financial advisor with Modern Capital Management Co. in Boston, MA, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. His background includes roles at Modern Capital Advisors, BFB Gallagher, Stearns Financial Group, and Mass Mutual Life Insurance Company. Outside of advising, he is involved in executive benefits consulting and insurance sales through related non-investment activities. Modern Capital Management Co. serves qualified and institutional clients, including non-profits and credit unions, focusing on tailored asset management and governance documents. The firm combines fundamental, technical, and quantitative analysis across diverse asset classes and manages the Modern Capital Tactical Income Fund.

Mark Axmacher is a financial advisor at Modern Capital Management, Co. with 14 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms including Apollon Wealth Management and Ameriprise Financial Services. Outside of his advisory role, he is involved in fixed insurance sales through Liberty Partners Insurance. Modern Capital Management, Co. serves qualified and institutional clients, including non-profits and credit unions, and manages the Modern Capital Tactical Income Fund. The firm uses a combination of fundamental, technical, and quantitative analysis to implement diverse investment strategies across multiple asset classes, focusing exclusively on institutional and investment company clients.

John Tabb is a CFP® and holds a Series 66 license with 10 years of industry experience. He is currently with Modern Capital Management, Co., where he has worked since 2025. His prior experience includes roles at Black Sail Creative LLC and Questis Inc. Modern Capital Management Co. serves qualified and institutional clients, including non-profits such as credit unions, and manages the Modern Capital Tactical Income Fund. The firm uses a combination of fundamental, technical, and quantitative analysis to implement diverse investment strategies across multiple asset classes.

Gregory Straka is a financial advisor at Modern Capital Management, Co. with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Glen Monroe State Farm, Equity Services, Inc., and Liberty Partners Capital Management. Modern Capital Management primarily serves qualified and institutional clients, including non-profits such as credit unions, and manages the Modern Capital Tactical Income Fund. The firm employs a mix of fundamental, technical, and quantitative analysis, with investment strategies spanning equities, fixed income, ETFs, private debt, and alternative investments.