HEAD OF PERSONAL FINANCE, MANAGEMENT, GOLDMAN SACHS
WHY: In 2005 founded Newport Beach-based United Capital Financial Advisers. Built it into one of the nation’s largest registered investment advisers with $25.7B in assets under management.
RECENT: Firm was purchased last year for $750M by Goldman Sachs, where he is now head of personal financial management. Says pandemic has given people the opportunity to rethinking their financial goals, priorities.
OC LEADER BOARD, JUNE 8: “Advisers don’t have all the answers—we leave clairvoyance to fortune cookies. But a good, truly indispensable adviser is someone who can help you find the right questions to ask yourself and provides the discipline to help you live as closely as possible to the life you want.”
2020 HOBBY: “Trying to become a B level volleyball player.”
