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How my experiences with RIA pioneers, and the love of my mother, inspired me to a different breakaway story

Jason Lahita had mentoring from Joe Duran, Ron Carson and Mindy Diamond but his mother's early onset dementia gave him the final nudge to take a risk

Monday, February 18, 2013 – 8:36 PM by Guest Columnist Jason Lahita
Admin:
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Jason Lahita: This was scarier than anything I'd ever experienced, and made the 'difficulty' of the decision seem laughable.

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Known for his high 'emotional quotient,' Jason Lahita rides solo, again, as a PR guru; this time, he's selective and looking for a few good non-robots

The Los Angeles RIA PR pro is launching a company called StreetCred from a backyard outbuilding with a mindset of finding clients who click with him

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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

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 – 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

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July 18, 2019 – 6:13 PM

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Mentioned in this article:

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

Diamond Consultants
Recruiter
Top Executive: Mindy Diamond

Carson Group
Consulting Firm
Top Executive: Ron Carson

FiComm Partners
Marketing & Public Relations
Top Executive: Megan Carpenter, CEO




Tim Welsh

Tim Welsh

February 19, 2013 — 5:06 AM

Nice piece Jason. Reminds me of how Nexus Strategy was formed in a similar crucible. We all have our Jerry Maguire moments and it is great to see yours turn into reality! Thanks for sharing.

Tim

John Stuart

John Stuart

February 19, 2013 — 2:27 PM

Beverly Hills Wealth Management is proud of you Jason.

Brandon Moss

Brandon Moss

February 19, 2013 — 7:38 PM

We have come a long way my friend! Great to see your success and know you will always be part of the United Capital family. Godspeed in your new endeavor!

Jeff Spears

Jeff Spears

February 19, 2013 — 8:31 PM

Great piece. We often forget that most of our clients are entreprenuers too! They know how courageous you must be to start a new business.

The other chearleader I enjoy reading is Seth Godin who says – just ship it!

The “push” to start my own business was to be fired….not as compelling but it worked!

David Selig

David Selig

February 19, 2013 — 11:49 PM

Really good stuff, Jason. You’ve always been there for me too, BTW. Seemingly like your situation (and it sounds like Tim W’s as well), similar circumstances in starting Advice Dynamics Partners. From one entrepreneur to another, cheers!

Jason Lahita

Jason Lahita

February 20, 2013 — 4:49 AM

Thanks guys, I appreciate these comments very much, I’m excited to be on this path and working amongst outstanding people such as yourselves.

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