NEW YORK, April 16, 2012 /PRNewswire/ -- The Wealth and Investment Management division of Barclays is pleased to announce that it has hired John Houlihan as a Director and Regional Manager for its Atlanta office.
Mr. Houlihan is responsible for managing all aspects of the Atlanta office and growing the regional business. He will report to Steve Houston, Managing Director and Head of Sales Management, Americas.
"Our unique combination of custom wealth management, rich intellectual capital, direct access to Barclays global resources, and the high touch of a boutique, gives Wealth and Investment Management a real growth opportunity in the Americas serving the needs of high net worth individuals," said Mitch Cox, Head of Wealth Management, Americas for Barclays. "The Southeastern U.S., where we have offices in Atlanta, Miami and Palm Beach, is an integral part of our wealth management growth plans, so we are delighted to have in John a strong Regional Manager."
Mr. Houlihan joins Barclays from Morgan Stanley Smith Barney, where he has worked for nearly two decades in wealth management. For the past four years, he held key management roles in the Atlanta region, having moved there in 2008 to oversee several offices. Prior to that, Mr. Houlihan managed a large Morgan Stanley wealth management office in New York City and several in Connecticut. He began his career as a financial advisor at Dean Witter in Melville, New York in 1993, and was promoted to Branch Manager for a new wealth management office four years later. Mr. Houlihan holds a B.S. in Management and Finance from Bentley College.
"We are very pleased to welcome a Regional Manager of John's caliber to Barclays," said Steve Houston. "With his impressive track record for attracting top-performing advisors, helping them to successfully cultivate their business, and drive office growth, we are confident that John will continue to build our Atlanta regional business."
With 13 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. The firm focuses on understanding its clients' financial needs, personal aspirations and tolerance for risk 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.