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The former JP Morgan Private Bank adviser focuses on wealthy Latin American clients.
May 30 -
The firm picked up teams from Merrill Lynch and Wells Fargo.
May 25 -
The new hire previously generated $1.4 million in annual revenue, according to his new employer.
May 24 -
The regional firm’s new recruits joined in two locations.
May 24 -
The duo led a seven-person team in Chicago serving 50 wealthy clients, according to the bank.
May 24 -
Advizr has attracted more than 400 advisory firms and is close to a new round of funding.
May 24 -
The group opted to join HighTower, which has added nine teams so far this year.
May 22 -
The firm’s newest team left Wells Fargo’s independent channel.
May 18 -
The move is the latest in a string of new hires at the regional brokerage firm.
May 18 -
Identify seasoned advisers who can be trained to become the next generation of leaders.
May 18