An advisor team has jumped ship from Citi Private Bank to J.P. Morgan Private Bank, having overseen more than $2 billion in client assets.
The trio — Olive Goh, James Harding, and Jorge Valcarcel — has more than six decades of combined experience and will report to Tim Howell, managing director and Seattle market manager for J.P. Morgan Private Bank.
Goh and Harding join the firm as executive directors and bankers, serving high-net-worth and ultra-high-net-worth clients. Harding has specialty in founders and entrepreneurs. Valcarcel joins as executive director and investment specialist.
The advisors are based in Seattle, Washington.
"The Pacific Northwest remains an important region for the Private Bank, and in Seattle we continue to see opportunities for our team to grow," said David Frame, chief executive of J.P. Morgan U.S. Private Bank. "We are committed to hiring client-focused advisors, who are attracted to the firm by our strong brand reputation, breadth of our platform, and depth of our global resources."
Olivier de Givenchy, managing director and region head of the West for J.P. Morgan Private Bank, added that the addition of the advisor team aligns with the firm’s growth over the past five years.
"Our entrepreneurial spirit gives advisors the ability to drive and grow their business, and as a result we have seen continued growth throughout the West region, including Puget Sound,” he said. “We are excited to see Olive, James, and Jorge grow their careers while offering clients advice as they navigate complex financial decisions.”
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