News, Vision & Voice for the Advisory Community


A $27-million solo RIA took on two Getty heirs and advised their $100s of millions of AUM and then the fairy tale took a bad (perhaps inevitable) turn.

The Brooklyn RIA said she grew a Getty trust from $600 million to $1 billion, using socially conscious investments, only to be sacked by young Getty heirs who considered her their 'mother.' Now, she's suing in federal court.

Author Lisa Shidler and Keith Girard March 2, 2023 at 5:32 AM
1 Comment
no description available
Marlena Sonn: My career in finance is over.

Dale Dempsey

Dale Dempsey

March 2, 2023 — 6:40 PM
This was a really well written article with good insight. Very interesting.

RIABiz Directory

The Industry Sourcebook for RIAs

   |    LISTING

RIABiz Directory sponsored by:

Directory Sponsor Logo

White Paper Postings

Common Tags

Recent Articles

Popular Writers

RIABiz logo


About Us




RIABiz, Mill Valley, California
Copyright © 2009-2024 RIABiz Inc. All rights reserved.