Barclays Continues To Expand Its Wealth And Investment Management Team
- Hires 16 Investment Representatives across seven offices in the US -
NEW YORK, Feb. 7, 2013 /PRNewswire/ -- Barclays announced today that it has hired 16 Investment Representatives in the Wealth and Investment Management division, in seven of its offices across the US.
"We are pleased to welcome these talented individuals to Barclays," said Mitch Cox , Head of Wealth Management, Americas for Barclays. "The addition of these seasoned Investment Representatives demonstrates our continued focus on serving the sophisticated needs of our clients across the Americas. These hires underscore our commitment to attracting top-performing professionals who seek Barclays unique, in-depth approach, of guiding clients to customized solutions that extend far beyond their investment portfolio."
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. Prior to joining Deutsche Bank, Mr. Hache was an Investment Advisor at HSBC and a Sales Trader in the Private Banking division of JP Morgan. Mr. Hache holds a BS from Marist College.
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. Prior to joining Deutsche Bank in 2004, Mr. Brazell was the Head of Private Bank Emerging Markets desk at JP Morgan. Mr. Brazell holds a BS from Indiana University and an MBA from the University of New Hampshire.
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. Prior to joining the Markets Coverage Group, Mr. Chung worked in the Private Wealth Management division at Deutsche Bank, which he joined in 2003.
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. Most recently, Mr. Guggenheimer was a Senior Vice President at Merrill Lynch, where he served high net worth individuals. Prior to this, Mr. Guggenheimer was a Managing Director at Neuberger Berman. He holds a BA from Haverford College.
George M. Zaki joins Barclays as a Vice President from Merrill Lynch's Global Wealth Management division. Most recently, Mr. Zaki was a Financial Advisor at Merrill Lynch serving high net worth individuals. Previously, he was a Client Associate at Neuberger Berman. Mr. Zaki holds a BA from Fairmont State University.
Jonathan Mann joins Barclays as a Director from AllianceBernstein bringing with him more than 29 years of industry experience. Previously, Mr. Mann was responsible for the overall management of Bernstein Global Wealth Management's New York Region and was a Senior Portfolio Manager for Bernstein's International Value Team. He holds a BA from Rutgers College and an MBA from the Wharton School of the University of Pennsylvania. Mr. Mann serves on the Board of the American Friends of the Open University of Israel.
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. Prior to joining Goldman Sachs, Mr. Childress spent five years in the Tax Accounting and Investment Banking divisions at Price Waterhouse LLP. He holds a BBA from Baylor University and an MBA from the University of Texas at Austin.
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. Prior to joining Goldman Sachs, Mr. Collins worked in Real Estate Development at Austin Capital Partners. He holds a BA and an MBA from the University of Texas at Austin.
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. Previously, Mr. Stone worked in the Investment Banking division at Prudential Securities and in Loan Syndication at Texas Commerce Bank, Chemical Bank. He holds a BA and an MBA from the University of Texas at Austin and serves on the board of Houston Arboretum & Nature Center.
This team of Investment Representatives in Houston report to Steve Head , Managing Director and Regional Manager for Texas.
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. Prior to joining BNY Mellon, Mr. Webb was a Senior Vice President – Equity Research and Portfolio Management at Oakwood Capital Management LLC, and Portfolio Manager at Cornerstone Investment Counselors, Inc. He holds a BA from Cornell University, an MA from The Johns Hopkins University and an MBA from Harvard Business School.
Warren Cohn joins Barclays as a Director from US Trust bringing with him over 20 years of industry experience. At US Trust, Mr. Cohn was a Senior Private Client Advisor providing a variety of wealth planning and financial management services to clients within the entertainment and sports industry. Previously, Mr. Cohn was a Senior Director in the Private Wealth Management Group at BNY Mellon. He holds a BA from The George Washington University and an MBA from Nova Southeastern University.
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. Serving as a Vice President at Union Bank, he developed and managed relationships with institutional and middle market fixed income portfolio managers. Prior to working in institutional sales, Mr. Morgens traded all aspects of fixed income for the broker-dealer, including corporate bonds, mortgage-backed securities and municipal bonds. He holds a BS from the University of Southern California, Marshall School of Business.
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. At his predecessor firms, Morgan Keegan , Sterne Agee & Leach and A.G. Edwards , he was a partner on the institutional sales and research teams. Before entering the financial services industry in 1993, Mr. Pederson played twelve seasons, 1980-1992, of professional hockey in the National Hockey League for the Boston Bruins, Vancouver Canucks, Pittsburgh Penguins and Hartford Whalers. He is also a studio co-host for the New England Sports Network's (NESN) Boston Bruins television broadcasts.
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. Prior to joining Goldman Sachs in 2010, Mr. Strauss was a Managing Consultant at Michael Page International. He holds a BS in from Denison University and an MBA from The University of Iowa.
Mr. Strauss reports to Bill Scherr , Director and Regional Manager for Chicago.
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. At Credit Suisse Ms. Platt was a Director serving high net worth individuals and families in Peru, Mexico, Bolivia, and Panama. Prior to joining Credit Suisse, Ms. Platt was a Vice President at Donaldson, Lufkin & Jenrette Securities Corporation and worked for the US Private Wealth Management division of Citibank. She holds a BBA and an MBA from Florida International University.
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. Prior to joining Credit Suisse, Mr. Urquidi held positions at Donaldson, Lufkin & Jenrette Securities Co. and UBS International. He holds a BS from the Moore School of Business at the University of South Carolina.
Ms. Platt and Mr. Urquidi report to Marilyn Gonzalez , Director and Regional Manager for Miami.
With 14 offices across the U.S. including the Barclays Wealth Trustees (U.S.), NA., the Wealth and Investment Management division of Barclays provides comprehensive wealth management to high net worth individuals and families. Barclays focuses on understanding its clients' financial needs, personal aspirations and risk tolerance in order to design and implement highly customized investment solutions.
Barclays moves, lends and invests money for customers and clients worldwide. With over 300 years of history and expertise in banking, we operate in over 50 countries and employ over 140,000 people.
Our customers and clients benefit from access to the breadth of expertise across Barclays. We are one of the largest financial services providers in the world, engaged in retail banking, credit cards, corporate and investment banking, and wealth and investment management.
We are a leading global wealth and investment manager providing international and private banking, wealth planning, trust and fiduciary services, investment management, brokerage services and research to private and intermediary clients around the world.
"Barclays" refers to any company in the Barclays PLC group of companies.
Barclays offers wealth management products and services to its clients through Barclays Bank PLC ("BBPLC"), functioning in the United States through Barclays Capital Inc. ("BCI"), an affiliate of BBPLC. BCI is a registered broker dealer and investment adviser, regulated by the U.S. Securities and Exchange Commission, with offices at 200 Park Avenue, New York, New York 10166. Member FINRA and SIPC. Barclays Bank PLC, registered in England and Wales (no. 1026167), has a registered office at 1 Churchill Place, London, E14 5HP, United Kingdom, and is regulated by the Financial Services Authority.
Mortgage products and services in the U.S are offered by Barclays Bank Delaware ("BBD"), member FDIC. Custom lending is offered via BBPLC, New York Branch. Securities investing and brokerage products and services are offered exclusively through BCI. A relationship with the Barclays Wealth and Investment Management unit need not be established or maintained to obtain BBD or BBPLC, New York Branch products or pricing. Bank regulations require that the loan review and approval proves to be independent of, and cannot be impacted by, brokerage/investment-related matters or other business dealings.
Trust and fiduciary services are offered through Barclays Wealth Trustees (U.S.), N.A. ("BWT") a limited purpose national bank. BWT is subject to regulation and examination by the Office of the Comptroller of the Currency. BWT is an indirect, wholly-owned subsidiary of BBPLC and an affiliate of BCI and various other subsidiaries of, and entities affiliated with, BBPLC.
This is not a solicitation of any products or services.
More by this Source
Browse our custom packages or build your own to meet your unique communications needs.
Learn about PR Newswire services
Request more information about PR Newswire products and services or call us at (888) 776-0942.