How my experiences with RIA pioneers, and the love of my mother, inspired me to a different breakaway story
Jason Lahita had mentoring from Joe Duran, Ron Carson and Mindy Diamond but his mother's early onset dementia gave him the final nudge to take a risk
Related Moves
Joe Duran will co-develop Goldman Sachs unit aimed at outsourcing to non-Goldman RIAs after 'magic' never materialized for direct-to-consumer RIA
The Newport Beach, Calif. RIA legend plans to shift from B2C to B2B to fix Goldman's disconnect with RIAs and play to the strengths for him and the bank
February 8, 2023 at 3:03 AM
Known for his high 'emotional quotient,' Jason Lahita rides solo, again, as a PR guru; this time, he's selective and looking for a few good non-robots
The Los Angeles RIA PR pro is launching a company called StreetCred from a backyard outbuilding with a mindset of finding clients who click with him
September 16, 2020 at 6:00 PM
Marc Spilker adds Matt Brinker as chess piece -- and partner -- in what he calls a 'very selective' talent add to build platform-for-RIA platforms outside Wall Street
Merchant Investment Management's executive chairman wants good people good at their job and Brinker likes having a breakaway Goldman partner rather than one captive to the Wall Street giant.
January 15, 2020 at 2:42 AM
Goldman Sachs & Co. appoints Rachel Schnoll to yank off United Capital band-aid that Joe Duran didn't -- making FinLife work with non-UC applications
The New York-based investment bank has the cash and people to do the combinations -- especially Goldman software -- that the roll-up's founder couldn't afford or didn't want to advantage
November 8, 2019 at 4:52 AM
See more related moves
United Capital Financial Advisers
RIA Welcoming Breakaways
Top Executive: Joe Duran
Diamond Consultants
Recruiter
Top Executive: Mindy Diamond
Carson Group
Consulting Firm
Top Executive: Ron Carson
FiComm Partners
Marketing & Public Relations
Top Executive: Megan Carpenter, CEO
Tim Welsh
Nice piece Jason. Reminds me of how Nexus Strategy was formed in a similar crucible. We all have our Jerry Maguire moments and it is great to see yours turn into reality! Thanks for sharing.
Tim
John Stuart
Beverly Hills Wealth Management is proud of you Jason.
Brandon Moss
We have come a long way my friend! Great to see your success and know you will always be part of the United Capital family. Godspeed in your new endeavor!
Jeff Spears
Great piece. We often forget that most of our clients are entreprenuers too! They know how courageous you must be to start a new business.
The other chearleader I enjoy reading is Seth Godin who says – just ship it!
The “push” to start my own business was to be fired….not as compelling but it worked!
David Selig
Really good stuff, Jason. You’ve always been there for me too, BTW. Seemingly like your situation (and it sounds like Tim W’s as well), similar circumstances in starting Advice Dynamics Partners. From one entrepreneur to another, cheers!
Jason Lahita
Thanks guys, I appreciate these comments very much, I’m excited to be on this path and working amongst outstanding people such as yourselves.
