October 12, 2023
Goldman Custody Platform Trailblazers: $1B Merrill Breakaway Team One Year Later
The Diamond Podcast for Financial AdvisorsAbout this episode
The founders of Beverly Hills Private Wealth discuss their motivations to leave Merrill after building a billion-dollar business, their transition to independence and experience as one of the first RIAs to choose Goldman Sachs Advisor Solutions as their custodian.