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United Capital Executives Launch Modern Wealth With PE Backing : comparemela.com
United Capital Executives Launch Modern Wealth With PE Backing
Three United Capital founders have left executive positions at Goldman Sachs to build an RIA with $200 million from Crestview Partners.
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Jason Gordo
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Dan Kilpatrick
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Mike Capelle
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Co Ceos Gary Roth
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Brandon Kawal
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Joe Duran
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Goldman Sachs
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Three Goldman Sachs
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Gary Roth
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President Jason Gordo
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Modern Wealth Management
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Crestview Partners
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United Capital
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Valley Wealth
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Crestview Partner Dan
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Advisor Growth
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Dynasty Financial Partners
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