Founders of $18.4B RIA exit JPMorgan to build client portfolios on their terms

T1Covered by 1 source · first reported by American Banker (headlines) at 20 Oct, 20:50 UTC

Phil Scott and Jim Atwood said when they joined JPMorgan from the failed First Republic bank they were assured they'd be immune from pressures to periodically rebalance client portfolios. But it didn't work out like that.

fintech

Sources

• T1Founders of $18.4B RIA exit JPMorgan to build client portfolios on their termsAmerican Banker (headlines)20 Oct, 20:50