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Page 10 - Gary Roth News Today : Breaking News, Live Updates & Top Stories | Vimarsana

Ex-Goldman and United execs launch Modern Wealth Management

The firm will compete against a growing group of rivals, but its founders expect to attract a billion-dollar advisory firm by the end of the year.

United statesCo ceos gary rothJason gordoMike capelleDan kilpatrickTom prescottJoe duranAdvisory services networkFidelis insurance holdingsAdvisory servicesVenerable holdingsGoldman sachsFormer united capitalGary rothPresident jason gordoWealth management

Advisory M&A | PLANADVISER

Former Goldman Sachs execs launch wealth management consolidator with $200M; Mercer Advisors buys Andesa Financial Management; Acorns acquires UK-based financial education provider; and more.

United statesCity ofUnited kingdomBrian hershbergerPatrick goshtigianNoah kernerJeff lehmanAaron lehmanJason gordoLehman derafeloMichael baittingerPaul barbehennDan kilpatrickGary rothLouise hillMike capelle

Easter potatoes a growing trend thanks to high egg prices

Youngsters will be painting Easter potatoes at Sauvie Island s Topaz Farm this Saturday, April 8.

United statesSauvie islandGary rothSauvie island schoolOregon potato commissionBeaver stateFazio farmsNortheast portlandTopaz farmIsland road

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.

Jason gordoDan kilpatrickMike capelleCo ceos gary rothBrandon kawalJoe duranGoldman sachsThree goldman sachsGary rothPresident jason gordoModern wealth managementCrestview partnersModern wealthUnited capitalValley wealthCrestview partner dan

United Capital veterans launch RIA aggregator with big goals

Three veterans of United Capital and Goldman are launching a new private-equity backed company whose business model is focused on acquisitions.

United statesMike capelleAngie herbersDan kilpatrickGary rothDavid devoeGoldman sachsJason gordoDevoe coHerbers coModern wealth managementCrestview partnersCo chief executives gary rothUnited capitalGoldman sachs personal financialFinlife partners

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