Moves
JPMorgan Adds Merrill Alums To Boost California, Southeast Business
Tiffany Yu will join Elevate Wealth Partners as a managing partner and wealth advisor, while the bank announced last week that Linda Patel will oversee its Southeast region, including Florida and Georgia.
Summary as published by WealthManagement.com
More on J.P. Morgan
J.P. Morgan hub →InvestmentNews · Oct 30, 2:02 PM ET
Wirehouse moves: JPMorgan taps Merrill veteran for Southeast role as BofA beefs up OCIO team
More on Merrill
Merrill hub →AdvisorHub · Nov 2, 6:31 AM ET
Merrill, RBC Advisors With $3B Combined Team Up at Morgan StanleyFinancial Advisor IQ · Nov 1, 11:01 AM ET
Ex-Merrill FA Sues over Mandatory Arbitration PolicyInvestmentNews · Oct 30, 2:02 PM ET
Wirehouse moves: JPMorgan taps Merrill veteran for Southeast role as BofA beefs up OCIO teamAdvisorHub · Oct 30, 9:20 AM ET
Ex-Merrill Trainee Challenges Firm’s Mandatory Arbitration Policy
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