Articles published 5/2023
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Sold to Goldman Sachs then spit out by the squid, three Joe Duran acolytes are taking $200 million into bargain RIA M&A minus a 'polarizing' 'pied piper' but plus chips on three shoulders
Mike Capelle, Jason Gordo and Gary Roth each exited Goldman separately, unceremoniously, dusted themselves off and plan to use Schwab and Fidelity and their own wiles to take on Goldman Sachs and the rest of wealth management, where Duran is still calling shots as a contractor
