People Moves

Summary Of Wealth Management Executive Moves - November 2012

7 December 2012

Summary Of Wealth Management Executive Moves - November 2012

Barclays appointed 18 investment representatives in eight offices
across the US for its wealth and investment management division,
signalling a major push by the UK-listed bank into the country’s wealth
management market.

The appointments are as follows:

New York

Tom Dexter joined Barclays as a director from Bank of America Merrill
Lynch, where he served high net worth individuals, corporate
executives, partnerships, and foundations. Prior to joining Bank of
America Merrill Lynch in 2008, Dexter spent four years at Lehman
Brothers as an investment representative.

Brett Fleckman joined as a director from JP Morgan Private Bank,
where he focused on customized financial solutions for high net worth
individuals. Prior to that role, Fleckman was the New York branch
manager for the private client business at Thomas Weisel Partners, and
previously a financial advisor at Alliance Bernstein.

Mark O'Shea joined as an assistant vice president from Morgan Stanley
Wealth Management, where he advised high net worth individuals and
families as part of the Moldaver 80 Group. Prior to joining Morgan
Stanley, O’Shea worked on the trading floor of the New York Stock
Exchange managing the daily order flow for several investment banks and
hedge funds.

Lastly, Edward Moldaver joined as a managing director from Morgan
Stanley Wealth Management. Previously, he was a senior managing director
at Bear Stearns’ private wealth client services group.

Los Angeles

Jonathan Bates joined Barclays as a director from JP Morgan, where he
specialized in municipal bonds, working with high net worth individuals
and middle market institutions.

San Francisco

Hugh Beecher joined Barclays as a director from Credit Suisse’s
private banking division, where he served high net worth individuals and
families.

Boston

Patrick Delahunty joined Barclays as a director from JP Morgan
Private Bank where, as a senior private banker, he focused on advising
high net worth individuals, families, business owners, institutions and
endowments and foundations to provide customized solutions for their
wealth management needs.

Timothy King joined Barclays as a director from JP Morgan Private
Bank, where he worked as an investment team leader, with high net worth
individuals, families, public and private institutions, corporate
executives, and business owners.

Tim Humphrey joined Barclays as an assistant vice president from JP Morgan Private Bank, which he joined in 2008.

Lastly, Brian Kelly was appointed as an assistant vice president. He
joins from JP Morgan Private Bank, where he had worked since 2007 as an
investment associate.

Dallas

Noble Nash joined Barclays as a director from Credit Suisse’s private
banking division where he served high net worth families and
institutions since 2000.

Mike Whorton joined Barclays as a director from Credit Suisse’s private banking division which he joined in 2000.

Chris Boley joined Barclays as a vice president from Credit Suisse’s
private banking division, where he worked with business owners,
executives and foundations.

Atlanta

Scott Macolino joined Barclays as a director from SunTrust Investment
Services where, as a private wealth advisor, he served ultra high net
worth individuals, corporate executives and professional investors.

Miami

Carlos Gallo joined Barclays as a director from UBS Financial
Services, where as a senior vice president within the international
division, he served high net worth individuals and families in Peru,
Mexico and Venezuela.

Irl Solomon joined Barclays as a director from Morgan Stanley Wealth
Management, where as an executive director he served high net worth
individuals, family offices and institutions.

Jeannie Adams-Camblin joined Barclays as a vice president from UBS
Financial Services. At UBS, Adams-Camblin was a vice president within
the international division serving high net worth individuals and
families.

Palm Beach

Clark Appleby joined Barclays as an assistant vice president from
Morgan Stanley Wealth Management. At his predecessor firm, he assisted
high net worth individuals and families with their wealth management
goals.

Brighton, MI-based Pinnacle Wealth Management, a privately-owned
financial planning practice, brought in Nadine Burns as director of
business development.

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