• wblogo
  • wblogo
  • wblogo

North America Executive Moves: April 2013

Eliane Chavagnon, Reporter, 6 May 2013


RBC Wealth Management added to its team in Texas and promoted staff at branches in Florida and Washington.

In Austin, TX, Glen Hatch joined as branch director. He took up the role on April 22, having formerly been Austin branch manager for Morgan Stanley, where he spent eight years.

In Tampa, FL, the firm appointed Michael Neff as branch director. Neff, who joined RBC in 2007, takes on a leadership role with oversight of 10 financial advisors. He replaces Jeff Farrell, who relocated to the St Petersburg branch.

In Edmonds, WA, RBC Wealth Management promoted Shane Flock to branch director. Flock joined RBC in 2009 from Merrill Lynch. He is a member of the Flock Group, along with his father, Larry Flock, his brother, Tony Flock, and client associate Mary Malencore. He will be responsible for the oversight of five advisors and three other branch employees.

Waterbury, CT-headquartered Webster Bank appointed Madorie O’Hara as a vice president and senior investment manager in Stamford, CT.

O’Hara was latterly a member of Citi Private Bank’s tailored portfolio group, managing equity and balanced portfolios for private clients, trusts and charitable organizations.

Wilmington Trust, part of M&T Bank, hired Sharon Klein as managing director of family office services and wealth strategies in the New York metro region.

Klein was latterly managing director and head of wealth advisory services at Lazard Wealth Management. She has 20 years of experience in the areas of trusts and estates, and philanthropic planning.

Before her stint at Lazard, Klein headed up the estate advice department at Fiduciary Trust Company International, and served as special counsel within the trusts and estates department at Rosenman & Colin (now Katten Muchin Rosenman).

Morgan Stanley Wealth Management expanded its advisor force in California and Florida with hires from Deutsche Bank and Merrill Lynch.

In Boca Raton, FL, Eric Behr joined from Deutsche Bank, where he served as a director and advisor. He had annual revenue production of roughly $1.2 million and now reports to Morgan Stanley complex manager Michael Higgins.

Thomas McCann joined Morgan Stanley in La Jolla, CA, from Merrill Lynch. There, he managed over $200 million in client assets and last year generated about $1.1 million in revenue. At Morgan Stanley, McCann reports to complex manager Mark Kremers.

Additionally, David Rascoe - latterly of Wells Fargo Advisors - joined in San Diego, CA. At Wells he managed $80 million in client assets and last year generated $905,000 in revenue.

Latest Comment and Analysis

Latest News