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Modern Wealth Management hires a Goldman Sachs RIA integration whisperer and is emerging as dark horse to reap 'United Capital' baubles as bidding war for the Goldman Sachs RIA unit takes another lap

The Monterey, Calif., rollup nabbed Goldman's Casey Harrison, veteran of 50 transitions, and has been fashioning a landing pad for nine months for three impressive hires today.

Author Lisa Shidler August 24, 2023 at 4:33 AM
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Casey Harrison has a reputation for 'seamlessly' integrating advisors in an RIA.
Brooke Southall and Keith Girard contributed to the editing of this article.

Goldman Sachs

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United Capital

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Modern Wealth Management

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Personal Financial Managmenr



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