Mark Donohue and Gordon Sommer, who managed $1.1 billion at Morgan Stanley, have joined J.P. Morgan Wealth Management.
Donohue will work in Palm Beach Gardens, Florida, along with two associates, and Sommer will be based in New York.
Donohue, who had been with Morgan Stanley for nine years, started his securities career in 1982. Sommer had also been with Morgan Stanley for nine years and started his securities career in 1981.
The advisor both prices FSK's private loans and gets paid on those prices, the suit claims
The proposal would end decades of paper-first delivery rules, but keeps a paper opt-out and draws early praise from fund and annuity industry groups.
The Trump accounts are “generationally changing” and bring financial literacy to youth, said IRS chief Frank Bisignano.
The Kansas-based RIA giant's latest purchase extends a run of specialized acquisitions that has defined its growth strategy through 2026.
Deal adds a $299 million tax-and-wealth practice as the RIA aggregator advances acquisition strategy around integrated financial and tax planning.
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains
Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income
