JPMorgan Chase's private bank has recently added a highly regarded advisor team that previously managed over $2 billion in client assets at Citi Private Bank, according to a statement released by JPMorgan.
Based in Seattle, the team is comprised of three experienced professionals: Olive Goh, James Harding, and Jorge Valcarcel. They will report to Tim Howell, the managing director and Seattle market manager for J.P. Morgan Private Bank.
Primarily focused on serving ultrahigh-net-worth individuals and families, this new addition to the JPMorgan private bank brings a wealth of expertise and knowledge to the table.
According to BrokerCheck, Goh has been registered with Citi since 2014, while Harding and Valcarcel joined Citi in 2019 and 2017, respectively.
Regarding the departure of the advisors from Citi, the bank's spokeswoman was unavailable for immediate comment.
JPMorgan has been actively working to expand its wealth management business, which encompasses the private bank and J.P. Morgan Wealth Management. Through its private bank division, JPMorgan offers a comprehensive range of financial services to ultrawealthy clients, including financial planning, investing, banking, philanthropy, family office management, and more. Globally, the private bank oversees over $2 trillion in client assets.
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