Articles tagged "Modern Wealth Management"
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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.
August 24, 2023 at 4:33 AM
Sold to Goldman Sachs then spit out by the squid, three Joe Duran acolytes are taking $200 million into bargain RIA M&A minus a 'polarizing' 'pied piper' but plus chips on three shoulders
Mike Capelle, Jason Gordo and Gary Roth raised $200 million, bought a $1 billion firm and are now off to the races with RIA-rollup Modern Wealth Management.
April 25, 2023 at 3:13 PM
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