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
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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.

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