Team managing $700 million at J.P. Morgan moves to hybrid RIA

Four-adviser group joins Fieldpoint Private in Greenwich, Conn.

DEC 18, 2017

By InvestmentNews

A four-broker team managing $700 million at J.P. Morgan Securities in White Plains, N.Y., has moved to Fieldpoint Private, a Greenwich, Conn.-based hybrid RIA/private bank serving high-net-worth investors and institutions. The team —William E. Christian, Tammi A. Lauder and brothers Michael J. Lent and William T. Lent — traces its roots to the mid-1970s, when the Lent brothers began working together at Prescott, Ball and Turben. The two moved to Smith Barney in 1993. Ms. Lauder, who joined Smith Barney 1993, and Mr. Christian, who joined in 1997, began a partnership there in 1998, joining with the Lent brothers in 2002. In 2010, the team joined J.P. Morgan Securities.

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