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