Healy, who was laid off from TD Ameritrade during its integration with Schwab, has volunteered with the Center for Financial Planning for several years. Now she'll lead it.
All are joining from Citi, while two worked for J.P. Morgan previously. J.P. Morgan Private Bank CEO David Frame called the greater Chicago area 'a critical part' of the bank’s expansion.
The wealth management Industry has a lot of work to do to reach the next generation of investors, Riskalyze adds to its C-suite and the first hedged single-stock ETF launches.
Five years ago, Phil Fiore and his team left UBS to launch Procyon Partners and since have expanded services and are achieving extraordinary M&A success.
In separate lawsuits, J.P. Morgan Securities sought temporary restraining orders to stop several advisors who they claimed illegally solicited former clients after moving to new roles.
