United Capital nabs Min Zhang not long after Gail Graham leaves and Larry Shumbres continues a magical post-Schwab ride
The $19.8-billion national RIA in Newport Beach, Calif. makes the ex-Totum Wealth CEO its digital product manager and Shumbres fills the CEO spot
Author Brooke Southall September 8, 2017 at 9:25 PM
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Mentioned in this article:
Evestment
Manager Research
Top Executive: Jim Minnick, CEO
Totum Risk
Tech: Other
Top Executive: Larry Shumbres, CEO
