SEATTLE, Sept. 21, 2023 /PRNewswire/ — J.P. Morgan Non-public Financial institution at present introduced {that a} three-person advisor crew has joined the agency in Seattle, Washington. The advisors collectively oversaw greater than $2 billion in shopper property of their prior positions at Citi Non-public Financial institution and concentrate on offering complete funding and wealth planning steerage to shoppers.
“The Pacific Northwest stays an necessary area for the Non-public Financial institution, and in Seattle we proceed to see alternatives for our crew to develop,” stated David Body, Chief Govt Officer, J.P. Morgan U.S. Non-public Financial institution. “We’re dedicated to hiring client-focused advisors, who’re drawn to the agency by our robust model status, breadth of our platform, and depth of our international sources.”
Olive Goh, James Harding and Jorge Valcarcel be part of the agency with practically six a long time of mixed expertise. The advisor crew will report back to Tim Howell, Managing Director and Seattle Market Supervisor for J.P. Morgan Non-public Financial institution.
- Becoming a member of the agency as an Govt Director and Banker, Olive Goh serves ultra-high-net value people and households offering tailor-made wealth planning wants together with investments, belief and property, banking and philanthropy. She can also be a board member of Pals of Waterfront Seattle.
- James Harding additionally joins the agency as an Govt Director and Banker offering wealth planning companies to ultra-high-net value people and households, with a specialty in serving founders and entrepreneurs throughout investments, belief and property planning, banking and philanthropy.
- Jorge Valcarcel joins the agency as an Govt Director and Funding Specialist offering funding recommendation and options to excessive and ultra-high-net value households and people aligning with their targets and aspirations.
“We’re keen to construct on our success as we broaden our attain throughout the Puget Sound area. Our give attention to participating one of the best of our trade’s expertise will solely higher serve our shoppers,” Howell stated. “I’m thrilled to welcome Olive, James, and Jorge to the crew, and stay up for partnering intently with them to assist our shoppers obtain their monetary targets.”
The addition of Goh, Harding and Valcarcel to the Non-public Financial institution’s Seattle market underscores the intensive development the enterprise has achieved over the previous 5 years, having doubled its enterprise by way of property managed.
“Our entrepreneurial spirit offers advisors the power to drive and develop their enterprise, and because of this we’ve got seen continued development all through the West area, together with Puget Sound. We’re excited to see Olive, James, and Jorge develop their careers whereas providing shoppers recommendation as they navigate advanced monetary choices,” stated Olivier de Givenchy, Managing Director, Area Head of the West for J.P. Morgan Non-public Financial institution.
JPMorgan Chase has been serving Seattle for over 130 years. Chase has greater than 160 branches within the state of Washington, with 2,100 native staff serving 1.5 million client clients and 118,000 small companies. The financial institution additionally serves bigger corporations by means of its industrial banking and funding banking companies.
To study extra in regards to the Non-public Financial institution throughout Seattle go to: privatebank.jpmorgan.com/seattle.
About J.P. Morgan Non-public Financial institution
J.P. Morgan Non-public Financial institution offers custom-made monetary recommendation to assist rich shoppers and their households obtain their targets by means of an elevated expertise. Shoppers of the Non-public Financial institution work with devoted groups of specialists that convey their investments and monetary property collectively into one complete technique, leveraging the worldwide sources of J.P. Morgan throughout planning, investing, lending, banking, philanthropy, household workplace administration, fiduciary companies, particular advisory companies and extra. The Non-public Financial institution oversees greater than $2 trillion in shopper property globally. Extra details about J.P. Morgan Non-public Financial institution is accessible at privatebank.jpmorgan.com/.
SOURCE J.P. Morgan Non-public Financial institution
