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United Capital makes three exec hires, including a veteran recruiter from Raymond James

The big Newport Beach, Calif.-based RIA and consolidator is putting big dollars toward turning existing offices into marketing and recruiting machines

Wednesday, July 11, 2012 – 2:09 PM by Brooke Southall
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Sheri Smith was hired to create a river of referrals flowing to United Capital's 38 offices

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Marc Spilker adds Matt Brinker as chess piece -- and partner -- in what he calls a 'very selective' talent add to build platform-for-RIA platforms outside Wall Street

Merchant Investment Management's executive chairman wants good people good at their job and Brinker likes having a breakaway Goldman partner rather than one captive to the Wall Street giant.

January 15, 2020 – 2:42 AM

Goldman Sachs & Co. appoints Rachel Schnoll to yank off United Capital band-aid that Joe Duran didn't -- making FinLife work with non-UC applications

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November 8, 2019 – 4:52 AM

After recruitment of minorities and women gets CEO-level attention at Raymond James, a program gets a dynamic leader

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August 24, 2019 – 4:25 AM

Goldman Sachs closes United Capital deal and Matt Brinker, Joe Duran's wingman, exits with social media swan song on same day

The M&A chief's departure from the Newport Beach, Calif. roll-up may signal that its rolling-up days are over

July 18, 2019 – 6:13 PM

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Mentioned in this article:

Raymond James Financial Inc.
Asset Custodian
Top Executive: Bill Van Law

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




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