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Sold to Goldman Sachs then spit out by the squid, three Joe Duran acolytes are taking $200 million into bargain RIA M&A minus a 'polarizing' 'pied piper' but plus chips on three shoulders

Mike Capelle, Jason Gordo and Gary Roth raised $200 million, bought a $1 billion firm and are now off to the races with RIA-rollup Modern Wealth Management.

Author Lisa Shidler April 25, 2023 at 3:13 PM
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Jason Gordo: This is not United Capital 2.0.
Brooke Southall and Keith Girard contributed to the editing of this article.

Joe Duran



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Mentioned in this article:

United Capital Financial Advisers
RIA Welcoming Breakaways
Top Executive: Joe Duran



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