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JP Morgan

In network coverage since September 25, 2026 · 16+ stories
6Deals on our tracker
-1Talent net · 12 months0 in · 1 out
Observed recruiting events · 12 monthsOn the wire →
Net -1 · 0 incoming events · 1 outgoing events
Arrivals
None tracked.
Departures
Elijah Brown
Aug 21 · to Wells Fargo Advisors
Deal recordFull tracker →
Oct 1, 26Deal announcedLambda — coverage
Sep 28, 26Deal closedNewmark · ZG Capital Partners — coverage
Aug 27, 26Deal announcedBCT Development · Canyon Partners Real Estate — coverage
Aug 27, 26Deal announcedBCT Development · Canyon Partners Real Estate — coverage
Aug 23, 26Deal talkGoldman Sachs · Nscale · $3B — coverage
Jul 29, 26Deal talkPlaid
Network coverage
Features

Phil Scott and Jim Atwood launch $18.6B RIA Latigo Peak as BofA downgrades Ameriprise

The self-funded Palm Beach Gardens firm opens with 48 professionals and dual custody at Charles Schwab and BNY Pershing.
RIA · Oct 20Phil Scott and Jim Atwood launch $18.6B RIA Latigo Peak in Palm Beach Gardens
move · Oct 19Phil Scott, Jim Atwood launch self-funded RIA with $18.6 billion
Moves · Oct 19Scott and Atwood leave J.P. Morgan Advisors, where they managed $18.6B, to launch Latigo Peak Partners
active · Oct 15European active ETFs gather EUR28.9bn in first nine months of 2026, beating 2025
RIA · Oct 15Former VestGen CEO Josh Gerry launches Valla Wealth under Invictus
book · Oct 14A WealthManagement.com column says hotel estate plans must transfer operating authority, not just ownership
RIA · Oct 9Quad-A CEO Sheena Gray says succession planning must include ownership transfer
book · Oct 6J.P. Morgan survey finds millennial and Gen Z respondents report more emotional friction
debt · Oct 5Canyon Partners Real Estate hires Related's Chad Goodman to lead eastern, central credit origination
digital · Oct 2Lambda and Sharon AI raise $1.356bn in GPU-backed debt priced 3.17 points apart
debt · Sep 29Newmark arranges $66.5 million J.P. Morgan refinancing for ZG’s 836–838 Broadway office
products · Sep 29Italy completes €8bn green bond sale with €110bn order book
Data · Sep 28Broadridge and LPL fill wealth-platform executive seats as three Schwab executives leave
the_tape · Sep 28Morgan Stanley lists four thematic funds in Europe as three firms dominate active ETF inflows
The Close · Sep 25The scarce input in consolidation is now the executive bench
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