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.”
