J.P. Garofalo and his team left Morgan Stanley in early March for now-troubled First Republic, taking $1.2 billion in assets. He returned to the wirehouse this week, according to registration filings.
Michael Lane, a seasoned professional in the investment industry who currently serves as the head of enterprise, U.S. Wealth Advisory at BlackRock, joined Nabia Jenkins-Johnston, from Inside ETFs, to discuss what it means to leave a legacy through wealth management ahead of his appearance as a speaker at Inside ETFs in June.
First Republic’s issues stem from its stockpile of loans at low interest rates, including an unusually large portfolio of jumbo mortgages to wealthy clients.
Younger advisors, younger clients and old-fashioned referral programs have helped $9.5 billion AUM Brighton Jones double revenue in five years—without relying on acquisitions or rising markets.
Join on May 11th for a comprehensive assessment of how to assist clients when investing in international, global equities and finding potential solutions despite these new
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