bank

JP Morgan

In PWD coverage since August 14, 2026 · 8 stories

1Deals on our tracker

-1Talent net · 12 months0 in · 1 out

Talent flow · 12 monthsOn the wire →

Net -1 · 0 arrivals · 1 departures

Arrivals

None tracked.

Departures

Aug 14 · to Citi

Deal recordFull tracker →

Jul 29, 26Deal talkPlaid

PWD coverage

move

Clawback verdict: $5.6 million reminder of the cost of leaving

A wirehouse broker who left after two years lost his arbitration fight over a recruiting loan — a caution for advisors weighing independence.

Features · Aug 19Wealth's talent war moves to the C-suite

The Close · Aug 18Managed accounts become the private-markets front door

Moves · Aug 18Citi Wealth hires J.P. Morgan trusts chief for global planning role

Features · Aug 18Private-markets gateways become a global land grab

transition · Aug 18CIP reaches financial close on first Mexican solar-plus-storage project

Moves · Aug 15Citi hires JPMorgan's Adam Clark to lead wealth planning

Data · Aug 14CFPB poised to let big banks charge billions in data fees

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