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High profile 'United Capital' RIA exits Goldman Sachs San Francisco office -- and boom -- lands with Marty Bicknell at Mariner Wealth Advisors

Kelly Trevethan also ended his decades-long tenure as Joe Duran's personal advisor in his trek to a new San Francisco office with Mariner Wealth Advisors.

Author Lisa Shidler November 5, 2020 at 3:20 AM
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Kelly Trevethan lasted less than a year at a Goldman Sachs-owned United Capital.

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Mentioned in this article:

United Capital Financial Advisers
RIA Welcoming Breakaways
Top Executive: Joe Duran

Mariner Wealth Advisors
RIA Welcoming Breakaways, RIA Serving Endowments/Foundations, Advisory Firm
Top Executive: Marty Bicknell




Ascendant

Ascendant

November 5, 2020 — 6:30 PM
Trevethan blatantly stole the "idea" for Honest Conversations from Wells Fargo, who had been using their own Envision program for years. Same thing exactly only Trevethan tried to convince people his little game was just as good if not better.

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