People Moves

California Wealth Advisor Rounds Out San Francisco Branch

Eliane Chavagnon Editor - Family Wealth Report June 9, 2015

California Wealth Advisor Rounds Out San Francisco Branch

The California-based wealth advisor has made two hires from JP Morgan at its new office in San Francisco.

Bel Air Investment Advisors has brought in Supriya Batra and Stephanie Withers - both from JP Morgan Private Bank - as advisors and senior vice presidents at its recently-established San Francisco, CA, office.

In March, the Los Angeles-headquartered firm opened the San Francisco office as part of a wider expansion plan aimed at breaking into new US wealth markets. The new location naturally puts Bel Air in a much stronger position to serve its roster of Bay Area clients and those across The Golden State.

Batra was previously a client advisor at JP Morgan Private Bank and a managing director at Sterling Stamos. Before that, she was a vice president in the private wealth management group at Goldman Sachs.

Withers also joins from JP Morgan Private Bank, where she was an executive director responsible for strategic asset allocation and investment solutions. Before her stint at JP Morgan, she spent seven years in the investment research department at Goldman Sachs. Earlier in her career, she was an associate at Cambridge Associates, and, earlier, an analyst at Robertson Stephens.

Los Angeles, CA-headquartered Bel Air Investment Advisors serves high net worth individuals, families, trusts and foundations with $20 million or more in investable assets.

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