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How an RIA-only serial buyer-hirer sprinted to $2 billion of AUM with pieces from U.S. Trust, Fidelity, Genspring and Wachovia

SignatureFD just says no to hybrids, applies a family office approach and sticks around the Atlanta area -- for now

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Jeff Peller: We've kind of brought the family office model down to the mid-tier millionaire.

Related Moves

A $10-billion RIA takes risk management to a new level by hiring ex-Wells Fargo chief risk officer to guard against the seen and unseen

Homrich Berg just hired Kruti Bolick after it added $6 billion of AUM since 2015, stretched supply lines to Florida and went into 'evolution mode.'

January 29, 2022 at 2:53 AM

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 at 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

The New York-based investment bank has the cash and people to do the combinations -- especially Goldman software -- that the roll-up's founder couldn't afford or didn't want to advantage

November 8, 2019 at 4:52 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 at 6:13 PM


Mentioned in this article:

iRebal
Trading/Rebalancing
Top Executive: Benjamin Welch

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




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