Insightful advice Delivered through ongoing collaboration

Modico-Holbrook Institutional Consulting Team Linda Modico, Gregory J. Holbrook, Gail Hefferen, Anthony Rosetti, Diana Moy

Modico-Holbrook Institutional Consulting Team






299 Park Avenue
8th, 9th, And 11th Floors
New York, NY 10171

Your organization has many responsibilities–to shareholders, employees and their families. But today, successfully meeting those responsibilities has become more complex.

We offer guidance from an experienced and dedicated consulting team that leverages the vast resources and strong financial backing of a powerful global financial leader. Talk to us about how we can help support you in your fiduciary role.

Linda Modico has been recognized as an industry leader

  • Financial Times Top 401 Retirement Plan Advisors, 2016, 2017










Creating your legacy

Creating a legacy that lasts

Using debt to achieve wealth planning

Using debt for wealth planning