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In the News

The Team of Kevin Baker & Daniel Sullivan

Posted by Mindy Diamond

J.P. Morgan Chase & Co’s wealth management unit said it hired a team of 6 veteran advisers from UBS, Merrill Lynch and Bernstein Global Wealth Management to expand the firm’s presence in Atlanta, New York and Seattle.

The advisers together managed about $1.2 billion in client assets at their previous firms.

Roland Pritchett and Matt Stucke will join J.P. Morgan Securities’ Atlanta office from UBS. They will report to regional director Pete Secret.

Darren Graff and Natalya Muravchik will join the New York office from Merrill Lynch. They will report to regional director Mike Lee.

Kevin Baker and Dan Sullivan will join J.P. Morgan Securities’ Seattle office from Bernstein Global Wealth Management. They will report to regional director David Jernigan.

UBS, Merrill Lynch and Bernstein Global Wealth Management could not be reached for comment on the departures outside U.S. business hours.

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About Mindy Diamond

CEO – By counseling advisors on how to ask the right questions and “dig deep”, she helps them look at all of the opportunities available to find the one that allows them to reach their full potential. That is, to best serve their clients and live a life that is in sync with their own beliefs and values. Learn more...

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