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| Home : London First Private Capital starts the second half of the year welcoming two members to its advisory team |
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Oct 29
2015 |
London First Private Capital starts the second half of the year welcoming two members to its advisory team |
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London First Private Capital starts the second half of the year welcoming two members to its advisory team, John Lynden and Monica Bergstein. |
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In their roles, Ms. Bergstein and Mr. Lynden will provide a wide range of wealth management services alongside existing members of the firm. The firm is excited to add this level of experience and leadership to the advisory teams.
Monica Bergstein
Ms. Bergstein will serve on the client advisory team at London First Private Capital. She has more than 30 years of experience in the financial services industry. Before joining London First Private Capital , Ms. Bergstein worked at JP Morgan where she led a team of banking, investment, fiduciary and wealth planning specialists in designing and implementing customized wealth management strategies for J.P. Morgan's most significant individual and tax-exempt organization clients. Earlier in her career, she worked as a municipal bond trader and staff accountant.
John Lynden
Mr. Lynden will also serve on the client advisory team at OUR COMPANY. He joins the firm from JP Morgan where he worked with very high net worth clients to implement comprehensive wealth transfer, business succession, and philanthropic plans. Prior to joining JP Morgan, he dealt with income taxation, trust and estate planning, and charitable giving and tax-exempt organizations. |
| Source:http://www.1888pressrelease.com/london-first-private-capital-starts-the-second-half-of-the-y-pr-576281.html |
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