Articles tagged "Kelly Trevethan"
High profile 'United Capital' RIA exits Goldman Sachs San Francisco office -- and boom -- lands with Marty Bicknell at Mariner Wealth Advisors
Kelly Trevethan also ended his decades-long tenure as Joe Duran's personal advisor in his trek to a new San Francisco office with Mariner Wealth Advisors.
November 5, 2020 at 3:20 AM
Three happenings in the RIA world right now
The Innovative Alternative Strategies conference kicks off; United Capital brings aboard two high-level women advisors; and Ron Rhoades finally gets recognized for his efforts
June 22, 2011 at 2:26 PM
Joe Duran tries out novel financial planning strategy on himself and his wife
United Capital is seeking a replicable method for counseling high-net-worth couples