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wealth team

The Austin team

1Advisors

1Moves on our record

The lineage

Sep 6, 2026CURRENTEmbarcadero Capital Advisors

Sep 6, 2026breakawayto Embarcadero Capital Advisors

No published coverage yet.

The roster

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Jim Atwood
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Left JPMorgan with $18.6B to launch Latigo Peak Partners
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Phil Scott
4 stories
Left JPMorgan with $18.6B to launch Latigo Peak Partners
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Jennifer Susco RBC Wealth Management
4 stories
Joined RBC Wealth Management from UBS in a five-advisor team move.
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Raymond Nepa RBC Wealth Management
4 stories
Moved from UBS to RBC Wealth Management with the Nepa/Susco team.
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Bob Bukowski
4 stories
Industry veteran joining as managing director and principal after combination.
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