Ziegler, a US-based investment bank has named Robert Moats (Bob) as new senior managing director, head of Ziegler Wealth Management and member of Ziegler’s executive committee.
In his new role, Moats will manage 70 financial advisers at 15 branches with a combined $4 billion in client assets.
Go deeper with GlobalData
Access deeper industry intelligence
Experience unmatched clarity with a single platform that combines unique data, AI, and human expertise.
Prior to joining Ziegler, Moats served as head of Morgan Stanley’s Chicago Merc office since 2009 overseeing 170 financial advisers who produced $180 million in annual revenue.
Moats began his career at Shearson Lehman Brothers as a financial advisor in 1986.
Tom Paprocki, CEO of Ziegler, said: "Bob’s vast experience and skills will accelerate our growth both organically and through attracting external talent. Anyone who has met Bob knows he is a perfect fit to lead this advancement."
Moats said: "The firm is truly unique, offering both full-service investment and special credit-driven products, all the while providing a responsive, personal touch with its clients."
US Tariffs are shifting - will you react or anticipate?
Don’t let policy changes catch you off guard. Stay proactive with real-time data and expert analysis.
By GlobalData
