Ex-JPMorgan Advisers Launch Firm to Preserve Concentrated AI Stock Portfolios

Former JPMorgan advisers Phil Scott and Jim Atwood left the bank in October to launch their own practice, aiming to keep wealthy clients' concentrated AI stock holdings intact as the market tests that bet.

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2026-11-06 02:00 · Wall Street Journal Technology
The JPMorgan Alums Whose Big Bet on AI Stocks Is Being Put to the Test

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