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.
The Reddit trading community's formal comment letter against the proposal is drawing widespread attention across finance and tech circles.
RIA aggregator adds $4.8 billion in client assets across seven states as demand grows for alternatives to traditional succession models.
As technical expertise becomes increasingly commoditized, advisors who can integrate strategy, relationships, and specialized expertise into a cohesive client experience will define the next era of wealth management
Shareholder targets FS KKR Capital's directors over alleged portfolio valuation and dividend missteps.
UBS has a history of costly litigation stemming from the sale of volatile investment products.
As technical expertise becomes increasingly commoditized, advisors who can integrate strategy, relationships, and specialized expertise into a cohesive client experience will define the next era of wealth management
Growth may get the headlines, but in my experience, longevity is earned through structure, culture, and discipline
