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Articles tagged "Kelly Trevethan"

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Kelly Trevethan lasted less than a year at a Goldman Sachs-owned United Capital.

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.

November 5, 2020 at 3:20 AM
Stacey Lau Welsh gave up her investment banking career to manage wealth. 'I can work hard and sleep in my own bed.'

Three happenings in the RIA world right now

The Innovative Alternative Strategies conference kicks off; United Capital brings aboard two high-level women advisors; and Ron Rhoades finally gets recognized for his efforts

June 22, 2011 at 2:26 PM
Joe Duran: “When [my wife and I] are having an argument, my goals and dreams are adapting right there.

Joe Duran tries out novel financial planning strategy on himself and his wife

United Capital is seeking a replicable method for counseling high-net-worth couples

June 14, 2011 at 2:34 PM
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