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Monday, Jun 27, 2022


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Founder, CEO, United Capital Financial Advisers

WHY: Founded United Capital in 2005, built up to $25.7B AUM, $250M in annual revenue. Spent $15M annually on technology to become fintech play.

RECENT: Winner of Business Journal’s Excellence in Entrepreneurship award in March. In May announced sale of company to Goldman Sachs for $750M; Goldman Sachs’ largest acquisition in 20 years.

QUOTABLE: On sale of his company, “It worked out all right—only in America. I came here with nothing. I cannot even imagine that I’m sitting here.”

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