High-Profile $2B Advisor Team Joins J.P. Morgan Private Bank

The team, previously affiliated with Citi Private Bank, oversees more than $2 billion in client assets.

By Rethinking65

In a move underscoring its growth trajectory, J.P. Morgan Private Bank has onboarded a high-profile three-person advisory team in Seattle.

The team, previously affiliated with Citi Private Bank, oversees more than $2 billion in client assets. Its core expertise lies in delivering investment advice and comprehensive wealth planning for its clients.

“Seattle, being a key hub in the Pacific Northwest, has been on our radar for a while now. The city’s dynamic market offers ample opportunities for growth, and bringing on board seasoned professionals such as these aligns with our vision,” said David Frame, chief executive officer of J.P. Morgan U.S. Private Bank. The bank wants to attract advisors drawn by its global reach, robust platform, and sterling reputation.

The newly recruited trio consists of Olive Goh, James Harding, and Jorge Valcarcel. Under the leadership of Tim Howell, Seattle Market Manager, they will play pivotal roles in the bank’s Seattle operations.

Goh provides wealth management, is known for her philanthropic endeavors, and is a board member of Friends of Waterfront Seattle. Harding focuses on assisting founders and entrepreneurs with financial planning. Valcarcel specializes in investment advice for affluent clientele.

J.P. Morgan Private Bank has assets of over $2 trillion.

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