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Tuesday, October 27, 2026 · Today’s edition, 6:30 a.m. ETTue, Oct 27 · 6:30 a.m. editionSign inMy Desk 0EditionsSign in
Private Wealth Daily
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JP Morgan

In network coverage since September 28, 2026 · 16+ stories
6Deals on our tracker
-1Talent net · 12 months0 in · 1 out
Observed recruiting events · 12 monthsOn the wire →
Net -1 · 0 incoming events · 1 outgoing events
Phil Scott
Oct 23 · departure
Jim Atwood
Oct 23 · departure
Sage Wealth Partners
Oct 23 · team liftout
Arrivals
None tracked.
Departures
Elijah Brown
Aug 21 · to Wells Fargo Advisors
Deal recordFull tracker →
Oct 1, 26Deal announcedLambda — coverage
Sep 28, 26Deal closedNewmark · ZG Capital Partners — coverage
Aug 27, 26Deal announcedBCT Development · Canyon Partners Real Estate — coverage
Aug 27, 26Deal announcedBCT Development · Canyon Partners Real Estate — coverage
Aug 23, 26Deal talkNscale · Goldman Sachs · $3B — coverage
Jul 29, 26Deal talkPlaid
Network coverage
Moves

J.P. Morgan Advisors hires ex-Merrill's Patel for 80-advisor Southeast

Patel succeeds Janet Sweeney and reports to head Mollie Colavita, a week after two J.P. Morgan teams left to launch Latigo Peak.
Transition Finance · Oct 27Masdar raises $600 million in first blue bond at AA-
Moves · Oct 26Rockefeller adds J.P. Morgan team in Houston
Evergreen & Interval Funds · Oct 21Deutsche Bank names Cynthia Lai head of EM managed investments
Hedge Funds & Liquid Alts · Oct 21Tidan Capital adds Luca Moro as senior portfolio strategist
Moves · Oct 19Scott and Atwood leave J.P. Morgan Advisors, where they managed $18.6B, to launch Latigo Peak Partners
Active · Oct 15European active ETFs gather EUR28.9bn in first nine months of 2026, beating 2025
RIA · Oct 15Former VestGen CEO Josh Gerry launches Valla Wealth under Invictus
Tax & estate planning · Oct 14A WealthManagement.com column says hotel estate plans must transfer operating authority, not just ownership
RIA · Oct 9Quad-A CEO Sheena Gray says succession planning must include ownership transfer
Tax & estate planning · Oct 6J.P. Morgan survey finds millennial and Gen Z respondents report more emotional friction
Real estate debt · Oct 5Canyon Partners Real Estate hires Related's Chad Goodman to lead eastern, central credit origination
Data centers & fiber · Oct 2Lambda and Sharon AI raise $1.356bn in GPU-backed debt priced 3.17 points apart
Real estate debt · Sep 29Newmark arranges $66.5 million J.P. Morgan refinancing for ZG’s 836–838 Broadway office
Products · Sep 29Italy completes €8bn green bond sale with €110bn order book
Data · Sep 28Broadridge and LPL fill wealth-platform executive seats as three Schwab executives leave
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