Every advisor does their proper ‘due diligence’ whether choosing an investment opportunity, prospecting for a new client, and certainly choosing a new banking platform to conduct their business. This crucial due diligence process has consumed the minds of First Republic advisors as they approach the impending deadline, contemplating their fate with or without JPMorgan.
While the path of least resistance may seem tempting, is it truly the optimal choice for advisors and the clients they serve? The reputation of JPMorgan precedes itself though the firm dangles an enticing carrot before FRB advisors, painting a picture that “it will be different this time.”
We at The Gershman Group have written extensively about some of the positives but also the real challenges of JPMA. We report from a perspective of deep experience since we have represented many teams who have departed (listed below) and speak to former managers who also departed that we listed below too.
Please the references below for FRB advisors to conduct their own independent due diligence and provided their contact information. Feel free to use our name (or not), ask about their experiences, what were the real Pro’s and Con’s, and what FRB advisors may expect from their future employer, JPMA.
$5.3M JPMA to Morgan Stanley New York 2022
Joel Bodner 212-401-0564
Mark Horowitz 212-401-0565
$10.5B JPM PB to UBS San Francisco 2022
John JT Davenport 415-963-5244
Angela Colombani
Sean Livingston
$10.2M JPM PB to UBS Ft. Worth 2021
John Farrell 817-347-3522
Joel East 817-347-3522
$8M JPMA to Morgan Stanley New York 2021
Marcus Kline 212-296-6039
Scott Zemachson .212-296-6037
Todd Richman 212-296-6038
$40M JPM PB to UBS Dallas 2021
Cynthia Brown 214-932-8927
Daffan Nettle 214-932-8934
Leslie Gunawan 214-932-8933
Jay Boynton 214-932-8921
$18M JPM PB to UBS Los Angeles 2021
Patrick Schaffer 310-734-3852
Ryan Bristol 310-734-3851
$5M JPMA to Wells Fargo Los Angeles 2020
David Romans 310-789-5580
Teresa Fisher 310-789-5560
$8M Merrill PBIG to JPMA San Francisco 2020
Gwen Campbell 415-772-2916
$9.5M JPMA to Morgan Stanley New York 2020
Jonathan Madrigano 212-649-8613
Jared Samos
Benjamin April
Gabriella Ramirez – Former JPM Global Executive Search, Private Banking & Wealth Management New York 2017-2019
https://www.linkedin.com/in/gabriela-ramirez-gras-a143937/?trk=pub-pbmap .
Steve McCashin – Former Regional Director/Manager San Francisco Office 2018-2022
https://www.linkedin.com/in/stephen-mccashin-6b660a3/
As the Editor of The Gershman Group, a boutique financial services consulting firm, TGG brings expertise in financial analysis, strategic planning, and market research. With a keen eye for detail and a passion for helping businesses navigate complex financial landscapes, TGG delivers insightful, high-quality content to empower informed decisions. Backed by years of industry experience, TGG makes complex topics accessible through clear and compelling communication, shaping the firm’s thought leadership and commitment to excellence in financial services.
