Determined to out-Joe-Duran Duran's United Capital, Dave Welling moves his $12B roll-up's HQ to Denver
As Mercer's torrid growth accelerates, its new CEO will hyper-unify investments and operations, make deals, pit software vendors against each other and hire like crazy
Related Moves
Media magnet Kimberly Foss sells her RIA to Mercer Global and declares cultural fit 'extemely high,' citing shared DFA ties and a woman's touch
The Empyrion owner will now work under the $48-billion, Denver and Santa Barbara RIA rollup, which keeps finding women in wealth who believe it transcends 'pale, male and stale'
January 11, 2023 at 3:28 AM
Dave Welling's rollup hits $39 billion of AUM and hires a 37- year-old breakaway from BlackRock to turn internal five-click shopping into a 'single conversation'
The Mercer Advisors CEO in Denver now has a 'president' reporting to him from the Big Apple to take on the specific mission of wiring a national RIA, rather than day-to-day operations at a rollup.
October 21, 2022 at 5:48 PM
A week after he became chairman of Eric Clarke's board, Charles Goldman is heading the search to replace Clarke as Orion CEO-- at Eric's direction
Eric Clarke founded Orion in 1999 and built it to a $3.6 trillion AUA juggernaut, but he believes both he and the company are ready for a big change
May 22, 2023 at 5:13 PM
Noreen Beaman steps down as president of Orion Advisor Solutions after Brinker migrates to Orion software and enterprise deals 'prove out'
The former Brinker CEO oversaw an 18-month transition of her then $26-billion TAMP and will remain as vice chair of the company after 'mutual' decision on role changes.
February 10, 2022 at 2:22 AM
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United Capital Financial Advisers
RIA Welcoming Breakaways
Top Executive: Joe Duran
Mercer Global Advisors
Advisory Firm
Top Executive: David Barton
Jeff Spears
