Close Close
Popular Financial Topics Discover relevant content from across the suite of ALM legal publications From the Industry More content from ThinkAdvisor and select sponsors Investment Advisor Issue Gallery Read digital editions of Investment Advisor Magazine Tax Facts Get clear, current, and reliable answers to pressing tax questions
Luminaries Awards

Industry Spotlight > Broker Dealers

$1.1B Merrill Team Jumps to JPMorgan

Your article was successfully shared with the contacts you provided.

JPMorgan Securities has recruited a $1.1 billion group from Merrill Lynch.

The Campbell Group, which made the move in San Francisco earlier this month, is led by Gwen Campbell and includes Derek Popp, Brian Mascatello and Timothy Cahyadi. Its yearly fees and commission are roughly $4 million.

According to FINRA BrokerCheck, Campbell has been in the business for 25 years and spent the past 12 years at Merrill. Earlier, she was with UBS and Goldman Sachs. 

“My team and I are very excited to be joining J.P. Morgan, leaders in financial services and wealth management,” Campbell said in a statement. 

“J.P. Morgan offers the resources my clients deserve and unique career opportunities not available at other firms to my team,” she added.

In addition to the Campbell Group JPMorgan recently recruited the Glackin Group from Morgan Stanley in Philadelphia and the Delaney Group from UBS in Morristown, N.J.

“I am very excited to have Gwen and her team joining J.P. Morgan … ,” said JPMorgan Securities CEO Chris Harvey, in a statement. 

“This announcement shows our ongoing commitment to offer an exceptional service to our clients and to keep investing in the Bay Area,” Harvey added. 


© 2024 ALM Global, LLC, All Rights Reserved. Request academic re-use from All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.