News & Press

Goldman Sachs Personal Financial Management in the News

Explore the latest Goldman Sachs Personal Financial Management news coverage and feature stories in the news media.

Sep 17, 2018 ​United Capital Brings Finance Industry Mentors and Trailblazers to Women’s

Financial life management firm highlights commitment to diversity with career development event

Newport Beach, Calif. (Sept. 18XX, 2018) — United Capital Financial Advisers LLC (“United Capital”), the
country’s first and largest financial life management firm, is proud to foster mentorship and career
development opportunities for the women of the United Capital team at the firm’s Women’s Leadership
Summit, taking place Sept. 24-26 at the Marriott in Newport Beach, California.

The summit connects women at United Capital with trailblazing female industry leaders throughout the
financial services industry. They will share their insights on building their careers as advisors and
connecting with female clients. Guests include Andrea Lisher, managing director at JP Morgan; Pam
Norley, president of Fidelity Charitable; Hollie Fagan and Danielle Papandrea, managing directors at
BlackRock; Kahne Krause, vice president and head of advisor communities at Dimensional Fund
Advisors; and Iwona Cholewa, regional director at Dimensional Fund Advisors. Kara Murphy, the first
woman to hold the position of CIO at United Capital, will also moderate a panel on gender
demographics and mentoring.

“There is a tremendous need for mentorship among women in an industry that is still predominantly
made up of white men,” said Cary Carbonaro, co-chair of the Women’s Leadership Summit and
managing director at United Capital’s New York branch. “Everyone at the Leadership Summit has faced
the same challenges and sees the same opportunity for female advisors to show their distinctions and
claim their seats at the table.”

The Women’s Leadership Summit will also be a resource to help United Capital’s female advisors
improve their ability to connect with women seeking financial life management, said Emily Sanders, co-
chair of the summit and managing director at United Capital’s Atlanta branch. “At United Capital, we
have developed tools like Honest Conversations® to engage everyone in a household, not just the
traditional breadwinner. We believe female advisors are especially adept at understanding the financial
life priorities and challenges women face, and I’m excited to gather so much of this expertise in one

“With women making up three quarters of the attendees and 100 percent of the panels, the United
Capital Women’s Leadership Summit shows true representation of the value female advisors bring to
the financial services industry,” said CEO Joe Duran. “In order to grow and better our firm, we have to
challenge the ideas and assumptions we take for granted. The women at United Capital play an
indispensable role in shaping the financial life management ethos that has transformed our industry,
and our Women’s Leadership Summit reflects the value they bring to our team.”

# # #

About United Capital Financial Partners
United Capital Financial Partners, Inc., the parent company of United Capital Financial Advisers, LLC
(“United Capital”) and its consulting affiliate, is an independent financial life management firm, ranked
#2 in the Barron’s 2018 list of Top 40 RIAs Firms .. United Capital is a Registered Investment Adviser (RIA)
offering client objective advice and an open architecture platform that enables a wide array of
investment management solutions tailored specifically to client needs. Today, United Capital has
approximately $2122.6 3 billion in assets under management and 86 85 offices nationwide. For more
information, please visit

​United Capital Brings Finance Industry Mentors and Trailblazers to Women’s