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Peter Mallouk told heads at Goldman Sachs' 'United Capital' today on group Zoom that he'll name new president within 14 days -- and whether 'United Capital' brand survives within 20 days

The Creative Planning CEO talked 'next steps' after vast majority of teams sign on that include a companywide summit within 30 days

Author Brooke Southall September 22, 2023 at 2:59 AM
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Goldman Sachs Headquarters: GS is helping Peter Mallouk to rapidly wire the 'United Capital' deal. [Photo from Google Commons.]


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Mentioned in this article:

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

Creative Planning
RIA Serving Other RIAs
Top Executive: Peter Mallouk, JD, MBA, CFP®



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