Cresset nabs J.P. Morgan advisers managing $2 billion

Cresset nabs J.P. Morgan advisers managing $2 billion
Five advisers from the Denver office of the firm's private bank make a move.
SEP 09, 2021

Five advisers who managed more than $2 billion at J.P. Morgan Private Bank in Denver have joined Cresset Asset Management, a registered investment advisory firm whose Chicago-based parent manages more than $15 billion.

The advisers are Kevin McGuire and Jake Schwinn, who both had worked at J.P. Morgan since 2009, Dan Biondi, who had worked at J.P. Morgan since 2015, Vanessa Ramich and Sarah Burney.

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