Articles tagged "Modern Wealth Management"
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
Three Joe Duran acolytes started 'not United Capital 2.0' without him, promise 'no bad blood' with their ex-leader and won't rule out his future involvement
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.