News, Vision & Voice for the Advisory Community


Articles written by Lisa Shidler and Keith Girard


Publish date

Marlena Sonn: My career in finance is over.

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.

March 2, 2023 at 5:32 AM

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