Feb. 20 at 8:54 PM
Wells Fargo Advisors has hired the Weikes Slattery Group from J.P. Morgan Securities. The New York–based team, led by Liz Weikes and John Slattery, manages
$3.1 billion in client assets and generated
$17 million in annual revenue at J.P. Morgan.
Serving ultrahigh-net-worth clients, family offices, and institutions, the group sought greater flexibility and broader investment solutions at Wells Fargo. They maintain offices in New York, San Diego, and Palo Alto, California.
The team also includes Executive Director Joe Gillan, VPs Kevin Eisenberg and Bernadette Bucchere, and associate Clarke Eastman-Pinto. Weikes entered the industry in 2009 and is dually registered with Wells Fargo; Slattery has worked at Merrill Lynch, UBS, Citigroup, Morgan Stanley, and joined J.P. Morgan in 2018.
$WFC $JPM