April 14, 2024

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$6.5B J.P. Morgan Team Joins UBS Prosperity Management In L.A.

2 min read

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The Legacy Multi-Spouse and children Team, a seven-member apply managing $6.5 billion in customer assets at J.P. Morgan Personal Bank, has joined UBS Private Prosperity Management in Century City, Calif., the firm not too long ago announced in a information launch.

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Led by Patrick Schaffer and Ryan Bristol, business veterans with four many years of blended working experience, the Legacy wealth administration team built a apply for nine years at J.P. Morgan by concentrating on substantial-web-truly worth families, men and women, foundations and privately-held enterprises before determining to change affiliations to UBS.

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Prior to his career in prosperity management, Schaffer worked for J.P. Morgan’s investment decision financial institution and two hedge cash. He is also an adjunct faculty member at Villanova College, exactly where he teaches finance and accounting. Schaffer retains a B.A. from Johns Hopkins College, an M.S. from Villanova College, and is a chartered monetary analyst.

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Bristol worked at Goldman Sachs, Morgan Stanley and Bernstein Global Wealth Management’s non-public client exercise in advance of joining J.P. Morgan Non-public Financial institution in 2011. He received his B.S. diploma from Cal Poly, San Luis Obispo and a M.B.A. degree from UCLA’s Anderson Faculty of Administration.

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In addition to Schaffer and Bristol, the Legacy group also features fiscal advisors Barry Peterson, Corey Mazza and Dhanesh Bharvani, partnership supervisor Basel Sbeini, and senior prosperity technique affiliate Shauna Kohanchi.

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Peterson joined J.P. Morgan Non-public Bank in 2011. Prior to that, he worked in the philanthropic sector as a charitable small business improvement officer at the California Group Foundation. Peterson remains energetic in philanthropy and at the moment serves on the Charitable Board of QueensCare. He retains a B.A. diploma from Whittier School and a M.B.A. diploma from UCLA’s  Anderson School of Administration.

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Mazza has held non-public wealth administration roles at the two J.P. Morgan and Goldman Sachs. He earned a B.A. from Harvard College, an M.B.A. diploma from the University of Texas at Austin McCombs University of Administration, and a M.S. degree in economical arranging from California Lutheran University.

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At first from Hong Kong, Bharvani began his career with J.P. Morgan in Singapore, the place he worked on the Non-Resident India group. He moved to Los Angeles in 2016 to be a part of J.P Morgan Private Financial institution, and has labored with clientele throughout the world. Bharvani graduated with honors from Emory University’s Goizueta Enterprise College, the place he acquired a B.B.A. diploma in finance.

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UBS Team AG is a multinational financial investment financial institution and fiscal companies firm co-headquartered in the metropolitan areas of Zürich and Basel, Switzerland.

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