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Articles tagged "Stephanie Bogan"


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Cheryl Bicknell: It's only the first bite of the apple.

Cheryl Bicknell drops the largest on-stage news bomb, and Dan Seivert's revenge event in sparkling San Diego got a WTH explanation for those 20-times multiples

The Mariner Wealth COO says her Kansas company will spike headcount 400% in a 'few' years, fitting the Dealmakers confab mission to explain the inexplicably soaring RIA deal volumes, runaway valuations, and a future where it's only expected to accelerate.

September 7, 2022 at 1:41 AM

Gail Graham: We think of ourselves as the ultimate design and delivery firm.

After spending millions and getting cozy with Salesforce, United Capital is morphing, maybe big-time

Gail Graham is bringing the $15 billion 'roll-up' into the third-party white label business -- intending to license its system to RIAs

March 10, 2016 at 9:37 PM

Stephanie Bogan is getting a break from airless rooms and fluorescent lighting.

Stephanie Bogan leaves United Capital for Costa Rica

Her former employer characterizes the move as a 'personal decision'

August 22, 2014 at 3:08 AM

Jason Del Col: Our vision of the next-generation of an RIA office is they can service $200 million to $300 million with a support team in Dallas and not a lot of infrastructure.

In calculated gamble, United Capital begins to build, not buy, growth in major cities

Joe Duran will still buy firms but his $10-billion RIA will spin out six snazzy startup offices in the next two years manned by graduates of its own training program

August 22, 2014 at 3:04 AM

Dan Sievert and Greg Friedman, who noted:I am basically the poster child for every problem in our industry.

The FPA NorCal Conference burnishes its little-gem image with big RIAs and other advisory progressives

700 people pow-wowed at The (respendent) Palace of San Francisco and none of their activity escaped the Tim Welsh watchful eye

May 30, 2013 at 6:10 PM

Joe Duran: We really think our next wave of growth will be to open offices around the country with our retail brand.

United Capital's Joe Duran throttles back on deals as he opens an RIA version of Hamburger University

Stephanie Bogan will lead the training center that aims to create corporate 'mini-me's' around the country

November 28, 2012 at 4:44 AM

Gail Graham: I want to make a legacy.

Joe Duran inks deals with two top RIA executive talents after United Capital hits a 'roadblock'

The United Capital CEO is bringing aboard Gail Graham, a former Fidelity higher up, and Stephanie Bogan, a former Genworth luminary, to be sure the firm's capacity keeps pace with marketing

September 13, 2012 at 4:55 AM

Stephanie Bogan: There comes a natural point at which we want to use those skills on a larger playing field.

Stephanie Bogan: Put me in, I'm ready to play

The CEO of Quantuvis is leaving the Genworth unit and actively seeks an executive position with a yet-to-be-determined hot RIA venture -- after a Caribbean sabbatical

April 25, 2012 at 12:01 AM

David Canter: This lets advisors in a really targeted way identify high net worth individuals that they wish to pursue as prospects.
March 4, 2011 at 3:30 PM

Paul Zettl: We target around 100 advisors because we want to keep it intimate and allow advisors to ask questions and network.

TD Ameritrade is pulling out the stops for 100 advisors in Laguna Beach

Smaller custodian is starting to make a habit of 'going big'

April 29, 2010 at 6:25 AM

Steve Bono: A number of friends and acquaintances have asked me about Constellation

Constellation Wealth Advisors nabs a major rainmaker

Silicon Valley RIA practice hopes that Steve Bono can jump start its $4 billion practice

March 9, 2010 at 5:57 AM

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