Articles tagged "Stephanie Bogan"


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After spending millions and getting cozy with Salesforce, United Capital is morphing, maybe big-time

Gail Graham is bringing the $15 billion 'roll-up' into the third-party white label business -- intending to license its system to RIAs

March 10, 2016 — 9:37 PM UTC

Stephanie Bogan leaves United Capital for Costa Rica

Her former employer characterizes the move as a 'personal decision'

August 22, 2014 — 3:08 AM UTC

In calculated gamble, United Capital begins to build, not buy, growth in major cities

Joe Duran will still buy firms but his $10-billion RIA will spin out six snazzy startup offices in the next two years manned by graduates of its own training program

August 22, 2014 — 3:04 AM UTC

The FPA NorCal Conference burnishes its little-gem image with big RIAs and other advisory progressives

700 people pow-wowed at The (respendent) Palace of San Francisco and none of their activity escaped the Tim Welsh watchful eye

May 30, 2013 — 6:10 PM UTC

United Capital's Joe Duran throttles back on deals as he opens an RIA version of Hamburger University

Stephanie Bogan will lead the training center that aims to create corporate 'mini-me's' around the country

November 28, 2012 — 4:44 AM UTC

Joe Duran inks deals with two top RIA executive talents after United Capital hits a 'roadblock'

The United Capital CEO is bringing aboard Gail Graham, a former Fidelity higher up, and Stephanie Bogan, a former Genworth luminary, to be sure the firm's capacity keeps pace with marketing

September 13, 2012 — 4:55 AM UTC

Stephanie Bogan: Put me in, I'm ready to play

The CEO of Quantuvis is leaving the Genworth unit and actively seeks an executive position with a yet-to-be-determined hot RIA venture -- after a Caribbean sabbatical

April 25, 2012 — 12:01 AM UTC

Fidelity launches gigantic referral database to give advisors a shortcut to wealthy prospects

Advisors gain from referrals, but hate asking for them

March 4, 2011 — 3:30 PM UTC

TD Ameritrade is pulling out the stops for 100 advisors in Laguna Beach

Smaller custodian is starting to make a habit of 'going big'

April 29, 2010 — 6:25 AM UTC

Constellation Wealth Advisors nabs a major rainmaker

Silicon Valley RIA practice hopes that Steve Bono can jump start its $4 billion practice

March 9, 2010 — 5:57 AM UTC
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