Selloff or Market Correction? Either Way, Here's What to Do NextSee Overvalued Stocks

Exclusive-JPMorgan dealmakers Lipsky and Lee are leaving the bank, sources say

Published 19/04/2024, 18:01
© Reuters. FILE PHOTO: A view of the exterior of the JP Morgan Chase & Co. corporate headquarters in New York City May 20, 2015.  REUTERS/Mike Segar/File Photo
GS
-
JPM
-
BARC
-
MS
-
GE
-

By Nupur Anand, Svea Herbst-Bayliss and Tatiana Bautzer

NEW YORK (Reuters) - Two senior JPMorgan Chase (NYSE:JPM) dealmakers, Andy Lipsky and Haidee Lee, are leaving the bank, two sources familiar with the matter said on Thursday.

Lipsky, JPMorgan's vice chair of investment banking, helped advise industrial companies including General Electric (NYSE:GE) on big deals. He reported to Jay Horine, co-head of global investment-banking coverage, and moved from Credit Suisse (SIX:CSGN) in 2020.

Lipsky is headed to Morgan Stanley (NYSE:MS), two other sources said, declining to be identified discussing personnel matters. He will join in a similar capacity as his role at JPMorgan, one of the sources said. Morgan Stanley declined to comment on the matter.

Lee, co-head of strategic investor group mergers & acquisitions, is returning to Goldman Sachs (NYSE:GS), said the two sources who declined to be identified discussing personnel matters. She reported to Anu Aiyengar, JPMorgan's global head of advisory, after being hired from Goldman in 2021.

Goldman Sachs did not immediately respond to a request for comment.

Carsten Woehrn, who jointly led the group with Lee, is continuing in his position, two of the sources said.

The exits follow the departure of Phil Ross, a 25-year JPMorgan veteran who served as its global chairman for health care investment banking. Ross is leaving for Jefferies. Bloomberg reported earlier on his departure.

JPMorgan stepped up its hiring during the pandemic by bringing bankers like Lipsky and Lee aboard to compete with rivals.

But the bank has faced a string of prominent departures in recent months. Christian Oberle joined Barclays (LON:BARC) to oversee its relationship with private equity firms, while Marco Caggiano left to join Morgan Stanley as vice chairman of M&A.

The latest departures come weeks after the bank reorganized leadership in its global banking division, elevating new leaders in capital markets and investment banking.

The new structure aims to cover JPMorgan's clients as they grow in size and complexity.

The changes follow a reshuffle of top executives in January.

Jennifer Piepszak was appointed co-CEO of JPMorgan's merged commercial and investment bank alongside Troy Rohrbaugh, who previously led trading and securities services. Both executives are potential candidates to succeed Jamie Dimon as CEO of the largest U.S. lender.

© Reuters. FILE PHOTO: A view of the exterior of the JP Morgan Chase & Co. corporate headquarters in New York City May 20, 2015.  REUTERS/Mike Segar/File Photo

JPMorgan's investment banking revenue gained 27% to $2 billion in the first quarter, driven by higher fees for debt and stock underwriting.

The lender said that it was beginning to see some momentum in M&A, but regulatory challenges remained.

Latest comments

Risk Disclosure: Trading in financial instruments and/or cryptocurrencies involves high risks including the risk of losing some, or all, of your investment amount, and may not be suitable for all investors. Prices of cryptocurrencies are extremely volatile and may be affected by external factors such as financial, regulatory or political events. Trading on margin increases the financial risks.
Before deciding to trade in financial instrument or cryptocurrencies you should be fully informed of the risks and costs associated with trading the financial markets, carefully consider your investment objectives, level of experience, and risk appetite, and seek professional advice where needed.
Fusion Media would like to remind you that the data contained in this website is not necessarily real-time nor accurate. The data and prices on the website are not necessarily provided by any market or exchange, but may be provided by market makers, and so prices may not be accurate and may differ from the actual price at any given market, meaning prices are indicative and not appropriate for trading purposes. Fusion Media and any provider of the data contained in this website will not accept liability for any loss or damage as a result of your trading, or your reliance on the information contained within this website.
It is prohibited to use, store, reproduce, display, modify, transmit or distribute the data contained in this website without the explicit prior written permission of Fusion Media and/or the data provider. All intellectual property rights are reserved by the providers and/or the exchange providing the data contained in this website.
Fusion Media may be compensated by the advertisers that appear on the website, based on your interaction with the advertisements or advertisers.
© 2007-2024 - Fusion Media Limited. All Rights Reserved.