J.P. Morgan Securities says it has lured eight financial advisors with nearly $2 billion in assets from rival wealth management firms.

Robert Douglass and Beth Kytle joined the Atlanta office from Credit Suisse, where they worked 10 years.  Gidon Nach, a 12-year veteran of Morgan Stanley, joined the firm in Los Angeles, while Robert Woolf, formerly of UBS, joined in Boston.  Stephen Shirley was recruited from Oppenheimer for the Newport Beach, Calif., office. 

The remaining three joined the firm in New York: Galit Ben-Joseph of Neuberger Berman; Richard Comeau of Barclays; and Mark Horowitz of Bernstein.

"We continue to add top talent who are attracted by our unique position as a boutique firm with the significant global resources of J.P. Morgan," the firm's CEO, Greg Quental, said in a statement. "These new advisors bring with them decades of experience serving clients, along with deep investment knowledge, and we are excited to welcome them to the firm."

Read More:


Register or login for access to this item and much more

All Bank Investment Consultant content is archived after seven days.

Community members receive:
  • All recent and archived articles
  • Conference offers and updates
  • A full menu of enewsletter options
  • Web seminars, white papers, ebooks

Don't have an account? Register for Free Unlimited Access