HomeWealth ManagementSeattle Group with $2B AUM Sign up for J.P. Morgan Personal Financial...

Seattle Group with $2B AUM Sign up for J.P. Morgan Personal Financial institution From Citi


A trio of Seattle-based advisors with greater than $2 billion in consumer belongings will likely be becoming a member of J.P. Morgan Personal Financial institution from Citi Personal Financial institution.

Advisors Olive Goh, James Harding and Jorge Valcarcel have greater than 60 years of mixed business revel in and will likely be reporting to J.P. Morgan Personal Financial institution Managing Director and Seattle Marketplace Supervisor Tim Howell. 

Goh works with ultra-high-net-worth folks and households on wealth making plans wishes, and can sign up for as an government director and banker; she first joined the business in 2008 at HSBC Securities prior to making the transfer to Citi in 2014, consistent with her IAPD profile

Harding will function government director and banker, having labored at Goldman Sachs and Wells Fargo prior to touchdown at Citi in 2019. Valcarcel will function an government director and funding specialist. He joined Citi in 2017, consistent with the IAPD.

The staff doubles the quantity of controlled belongings J.P. Morgan Personal Financial institution has within the Seattle marketplace from 5 years in the past, consistent with the financial institution. 

Howell stated the addition used to be a part of an effort to increase the company’s achieve “around the Puget Sound area.” The company’s Seattle Personal Financial institution Place of job has about 60 workers, together with bankers, advisors and strengthen, and the company hopes to double its headcount within the subsequent 5 years.

Ultimate 12 months, J.P. Morgan Personal Financial institution welcomed quite a few billion-dollar-plus groups. In June 2022, the company attracted two separate groups from Wells Fargo and Wealthspire with greater than $2 billion in collective AUM to construct out its New York Town wealth control marketplace. 

In August 2022, 3 Chicago-based advisors with greater than $2 billion additionally joined from Citi Personal Financial institution; like Seattle, the Chicago marketplace had doubled its belongings previously 5 years.

RELATED ARTICLES

LEAVE A REPLY

Please enter your comment!
Please enter your name here

- Advertisment -
Google search engine

Most Popular

Recent Comments