Carolna Yepes joined J.P. Morgan in Miami from Credicorp Capital.
“I am pleased to share my new position as Vice President SC at J.P. Morgan Private Bank,” the advisor posted on her LinkedIn account.
The Colombian financial advisor has 15 years of experience in Latin American markets.
Her CV includes 10 years at Credicorp Capital, where she served in different roles as Senior Private Banker in Medellin and then Financial Advisor in Miami.
According to industry sources, Yepes controls $120 million of AUMs.
The advisor has a master’s degree in finance from Universidad EAFIT. In addition, although her new Brokercheck registration does not yet appear, he has FINRA Series 7, 65 and 63.