A three-adviser, six-person team managing $10.5 billion at J.P. Morgan Private Bank in San Francisco has moved to UBS Private Wealth Management.
Advisers John “JT” Davenport, Angela Colombani and Sean Livingston made the move with three associates.
Davenport, a certified public accountant, had worked at Goldman Sachs, Lehman Brothers and Arthur Andersen before joining J.P. Morgan Private Bank in 2010. Colombani and Livingston joined J.P. Morgan in 2000 and 2009, respectively.
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Cresset's Susie Cranston is expecting an economic recession, but says her $65 billion RIA sees "great opportunity" to keep investing in a down market.
“There’s a big pull to alternative investments right now because of volatility of the stock market,” Kevin Gannon, CEO of Robert A. Stanger & Co., said.
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Platform being adopted by independent-minded advisors who see insurance as a core pillar of their business.
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As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.
