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JP Morgan Appoints Head Of Wealth Advisory For Florida Region
Tom Burroughes
8 July 2010
JP Morgan has recruited Carlos Batlle as its head of wealth advisory for its Florida region, based in Miami. He will report to Alvaro Martinez-Fonts, CEO of JP Morgan Private Bank in Florida. The Wealth Advisory Group at JP Morgan is comprised of former practicing trusts and estates and tax attorneys who work with clients and their advisors to develop tax efficient wealth management plans for holding, managing and transferring wealth. Before joining JP Morgan, Batlle was a partner with Squire Sanders and Dempsey, with a discrete focus on trust and estate planning in the US and abroad. Prior to Squire Sanders, he was a partner at Steel Hector & Davis in Miami.