In New York, Tom Dexter from Bank of America Merrill Lynch has been appointed as a director, Brett Fleckman from JP Morgan Private Bank has been appointed as a director, while Mark O’Shea from Morgan Stanley Wealth Management has been appointed as an assistant vice president.
Additionally, Edward Moldaver from Morgan Stanley Wealth Management has joined as a managing director. All the four Investment Representatives will report to Mark Stevenson, managing director and regional manager for New York.
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In Los Angeles, Jonathan Bates has joined as a director from JP Morgan. He will report to Brian Sears, managing director and regional manager for Los Angeles.
Hugh Beecher has been appointed as a director at San Francisco. Previously, he was with Credit Suisse’s Private Banking division. He will report to Doug Ireland, managing director and regional manager for San Francisco.
In Boston, Patrick Delahunty has joined as a director from JP Morgan Private Bank, Timothy King has been appointed as a director from JP Morgan Private Bank, Tim Humphrey, has joined as an assistant vice president from JP Morgan Private Bank, while Brian Kelly has been appointed as an assistant vice president from JP Morgan Private Bank. All the four investment representatives will report to Marty Courage, managing director and regional manager for Boston.
The three investment representatives appointed in Dallas who will report to Steve Head, managing director and regional manager for Texas, include, Noble Nash, who has joined as a director from Credit Suisse’s Private banking division; Mike Whorton, who has joined as a director from Credit Suisse’s Private Banking division; and Chris Boley, who has joined as a vice president from Credit Suisse’s Private Banking division.
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By GlobalDataIn Atlanta, Scott Macolino has been appointed as a director from SunTrust Investment Services, and will report to John Houlihan, director and regional manager for Atlanta.
Miami office of Barclays has appointed Carlos Gallo as a director from UBS Financial Services, Irl Solomon as a director from Morgan Stanley Wealth Management, and Jeannie Adams-Camblin as a vice president from UBS Financial Services. The trio will report to Marylin Gonzalez, director and regional manager for Miami.
Clark Appleby has been appointed as an assistant vice president at Palm Beach office. He is from Morgan Stanley Wealth Management and will report to John Cregan, director and regional manager for Palm Beach.
Having 13 offices across the US including the Barclays Wealth Trustees, the Wealth and Investment Management division of Barclays provides comprehensive wealth management to high net worth individuals and families.
