Advisor moves: JPMorgan lands $1.1B team from William Blair

JPMorgan Wealth Management has substantially bolstered its presence in Los Angeles with the addition of a billion dollar-plus team from William Blair

According to a statement from JPMorgan Wednesday, David Amar and his team managing $1.1 billion in client assets will be based in Century City, where they serve high-net-worth and ultra-high-net-worth clients across Los Angeles and the broader US.

Amar, who brings three decades of industry experience – including a 10-year stint at JPMorgan earlier in his career – joins as a wealth partner in the firm's boutique offering for high-net-worth and ultra-high-net-worth individuals and institutions.

His team includes Liza Belokonnyi as business specialist, Rene Galvan as investment associate, and Charles Brooks as senior client associate.

The hire is the first of 2026 under Mollie Colavita, who succeeded Phil Sieg to become head of JPMorgan advisors last fall. It also follows two team additions in Austin – the Neff Group and the Buchanan Group – in August last year.

Michael Rogers, regional director at JPMorgan Wealth Management in Southern California, said the firm is "delighted to welcome David back" and that Amar and his team are "excellent additions" to its existing Los Angeles footprint.

UBS brings on Deutsche Bank veteran for Manhattan private wealth office

UBS announced that Brad Gillin will join the firm following the conclusion of his notice period, coming from Deutsche Bank Wealth Management, where he most recently held a director role in New York City. He will join the UBS Manhattan Market, based at the firm's 1285 Avenue of the Americas private wealth management office, and report to senior market director Tom Conigatti.

Gillin began his career at Deutsche Bank in 2006 as a client associate before moving into private banking and, over the past seven years, building his own practice. At UBS, he will advise ultra-high-net-worth families and financial professionals – including private equity partners – on asset allocation, portfolio construction, customized lending and liquidity strategies, and wealth transfer planning.

He will join the Baum Investment Group, a private wealth management team at UBS led by managing director and private wealth advisor Jamie Baum, who has more than three decades of experience and has been with UBS since 2010.

Manhattan market executive Kellie Brady said Gillin's background advising sophisticated clients makes him "a strong fit" for the market, adding that his "collaborative approach and understanding of complex wealth needs align well with UBS's global capabilities."

Cetera adds Long Island duo managing $380M in client assets

Cetera announced the addition of Bob Bolebruch and Steve Sherman, two Long Island-based advisors who together oversee approximately $380 million in assets under advisement. Both advisors join through North Ridge Wealth Planning, a regional network led by CEO Matt Levy, after spending nearly two decades at American Portfolios – which was acquired by Osaic in 2022.

Bolebruch, who has more than 40 years of industry experience, has centered his practice on long-term client relationships and multigenerational family planning. He cited Cetera's service model and technology platform as primary factors in the move, saying that when evaluating his next step, "the most important question wasn't what the platform could do for me, it was what it could do for them."

Bolebruch's daughter, Jordan Bolebruch, will be joining the practice as his partner – a succession element he said Cetera supported from early on in discussions.

Tim Stinson, president of Cetera's Large Enterprise channel, welcomed "the father-daughter team of Bob and Jordan Bolebruch," describing their commitment to personalized service as a fit with the firm's broader culture.

He also credited Matt Levy's North Ridge team for continued recruiting momentum in the Northeast.