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High profile 'United Capital' RIA exits Goldman Sachs San Francisco office -- and boom -- lands with Marty Bicknell at Mariner Wealth Advisors

Kelly Trevethan also ended his decades-long tenure as Joe Duran's personal advisor in his trek to a new San Francisco office with Mariner Wealth Advisors.

Author Lisa Shidler November 5, 2020 at 3:20 AM
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Kelly Trevethan lasted less than a year at a Goldman Sachs-owned United Capital.

Breakaway Stories


Ascendant

Ascendant

November 5, 2020 — 6:30 PM
Trevethan blatantly stole the "idea" for Honest Conversations from Wells Fargo, who had been using their own Envision program for years. Same thing exactly only Trevethan tried to convince people his little game was just as good if not better.

Related Moves

November 29, 2023 at 3:23 AM

Joe Duran will co-develop Goldman Sachs unit aimed at outsourcing to non-Goldman RIAs after 'magic' never materialized for direct-to-consumer RIA

The Newport Beach, Calif. RIA legend plans to shift from B2C to B2B to fix Goldman's disconnect with RIAs and play to the strengths for him and the bank

February 8, 2023 at 3:03 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

See more related moves

Mentioned in this article:

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

Mariner
RIA Welcoming Breakaways, RIA Seeking to Hire Advisors, Advisory Firm
Top Executive: Marty Bicknell



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