RIABiz

News, Vision & Voice for the Advisory Community

RIABiz

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
0 Comments
no description available
Gail Graham's four-plus years at United Capital was more high-charged than projected.


Mentioned in this article:

Evestment
Manager Research
Top Executive: Jim Minnick, CEO

Totum Risk
Tech: Other
Top Executive: Larry Shumbres, CEO



RIABiz Directory

The Industry Sourcebook for RIAs

   |    LISTING


RIABiz Directory sponsored by:

Directory Sponsor Logo