Private Bankers Find Greater Independence: Former $2B J.P. Morgan Team on Their New Chapter with Cresset

from The Diamond Podcast for Financial Advisors · host Mindy Diamond

Kevin McGuire and Sarah Burney, former J.P. Morgan Private Bankers, share their journey in moving their $2B HNW-focused business to Cresset. They discuss garden leave, portability, referrals, and more.

Episode metadata supplied by the publisher feed · Published Sep 22, 2022

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Private Bankers Find Greater Independence: Former $2B J.P. Morgan Team on Their New Chapter with Cresset

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