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Pat White is the CEO and co-founder of Bitwave, a digital asset finance platform dedicated to managing cryptocurrency tax, accounting, and compliance. With over a decade of experience, he is a financial analyst and entrepreneur with a strong background in venture capital, blockchain business development and strategic acquisitions.

Two financial advisors left JPMorgan Securities and one left Capital Group's high net worth unit for the fast-growing midsize firm.

New research shows 26% of U.S. adults are wedged between two generations of expenses, leaving little room for their own savings.

The team, led by three experienced industry players, will work out of the Philadelphia office the Swiss banking giant opened in August.