Barclays has added 16 investment representatives across seven offices in the US and they focus on serving the sophisticated needs of the clients across the Americas.
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Ramon Hache joins Barclays as a managing director from Deutsche Bank’s Markets Coverage Group, where for 10 years he served high net worth individuals and family offices based primarily in Latin America.
Stephen Brazell joins Barclays as a director from Deutsche Bank’s Markets Coverage Group where he served high net worth individuals and family offices based primarily in Latin America.
Joseph Chung joins Barclays as a director from Deutsche Bank’s Markets Coverage Group where he advised ultra high net worth clients based in Latin America.
Steven C. Guggenheimer joins Barclays as a director from Merrill Lynch’s Global Wealth Management division, bringing with him over 26 years of wealth management experience.
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By GlobalDataGeorge M. Zaki joins Barclays as a vice president from Merrill Lynch’s Global Wealth Management division.
Jonathan Mann joins Barclays as a director from AllianceBernstein bringing with him more than 29 years of industry experience.
All six Investment Representatives report to Mark Stevenson , Managing Director and Regional Manager for New York.
Don Childress , CFA joins Barclays as a director from the Private Wealth Management division of Goldman Sachs, bringing more than 14 years of experience serving high net worth clients and families.
Jeff Collins also joins Barclays as a director from the Private Wealth Management division of Goldman Sachs, bringing more than 15 years of wealth management experience.
Neil Stone also joins Barclays as a director from the Private Wealth Management division of Goldman Sachs, bringing more than 14 years of experience serving high net worth clients and families.
Watt W. Webb III joins Barclays as a Director from BNY Mellon where he was a senior director – portfolio management serving ultra high net worth families, executives, hedge fund managers, and business owners.
Warren Cohn joins Barclays as a Director from US Trust bringing with him over 20 years of industry experience.
Mr. Watt and Mr. Cohn report to Brian Sears , managing director and Regional Manager for the Los Angeles and Beverly Hills offices .
Adam Morgens, CFA joins Barclays as a vice president with over eight years of industry experience. Mr. Morgens joins the organization from the Institutional Sales division of UnionBanc Investment Services LLC, which is the broker-dealer subsidiary of Union Bank, N.A.
Mr. Morgens reports to Brian Sears, managing director and regional manager for the Los Angeles and Beverly Hills offices.
Barry Pederson joins Barclays as a director, bringing with him 20 years of financial services experience.
Mr. Pedersen reports to Marty Courage , Managing Director and Regional Manager for Boston.
Adam Strauss joins Barclays as a vice president from the Private Wealth Management Division of Goldman Sachs where he served high net worth individuals and families.
Ileana Platt joins Barclays as a director from the Private Banking division of Credit Suisse bringing with her more than 24 years of wealth management experience.
Rafael Urquidi also joins Barclays as a director from the Private Banking division of Credit Suisse where he served high net worth clients and families.
Ms. Platt and Mr. Urquidi report to Marilyn Gonzalez , Director and Regional Manager for Miami.
