“I have always strived to be forthright and place the values of my clients first, and I am pleased to have found a firm that aligns with those values,” Dayton said in a statement.
Graham brings along client associates Joy Budnik and Michael Cordano from JPMorgan, where Graham had been for 17 years, according to Jackson Capital.
Amit Patel and Cindy Chen Delano, Formerly of Whitebox Advisors, to Serve as Co-Chief Investment Officers
He will work with the firms Private Banking, Wealth & Trust teams to develop comprehensive, advice-based solutions for ultra-high-net-worth clients and family offices.
As a Managing Director in the Multi-Family Office, Panarese will focus on serving ultra-wealthy clients with wealth and tax planning, wealth transfer strategies and family office services, helping families successfully manage their complex financial needs