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United Capital nabs Min Zhang not long after Gail Graham leaves and Larry Shumbres continues a magical post-Schwab ride

The $19.8-billion national RIA in Newport Beach, Calif. makes the ex-Totum Wealth CEO its digital product manager and Shumbres fills the CEO spot

Author Brooke Southall September 8, 2017 at 9:25 PM
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Gail Graham's four-plus years at United Capital was more high-charged than projected.

Gail Graham

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Min Zhang

Totum Wealth

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Larry Shumbres

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Totum Risk
Mentioned in this article:

Evestment
Manager Research
Top Executive: Jim Minnick, CEO

Totum Risk
Tech: Other
Top Executive: Larry Shumbres, CEO

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