Workflow
HB Wealth Lures $15B Charlotte Team From J.P. Morgan
Yahoo Finance·2025-11-03 21:00

You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. HB Wealth, an Atlanta-based RIA integrator with 29billioninassets,hasliftedafivepersonteammanagingnearly29 billion in assets, has lifted a five-person team managing nearly 15 billion in assets from J.P. Morgan. As a result, HB, which rebranded from Homrich Berg in August, will open an office in Charlotte, N.C., where the team is located.  HB Wealth CEO Thomas Carroll said one of the RIA firm’s top strategic initiatives is to grow its presence ...