Morgan hires ex-Credit Suisse executives
Morgan Stanley hired two ex-Credit Suisse executives for its international wealth management unit, according to a memo sent to employees.
In Miami, ex-Credit Suisse executive Paul Arango will be responsible for supporting client development at Morgan Stanley International Wealth Management, the memo sent on Friday says. He will also join the firm's Latin American Management Committee.
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RBC hires Blackrock director to head retirement solution group.
RBC Wealth Managemet has recruited a former Blackrock director to lead the firm's retirement and fund solutions group, said the firm's spokeswoman.
Kim Mickelson served as Blackrock's U.S. Wealth Advisory Group director, working with wholesalers, national account managers and wirehouse executives. Mickelson started her career at Primevest Financial Services, a predecessor to Cetera, in 1991, according to Brokercheck records. Her career later included stops at U.S. Bancorp and Ameriprise before landing at BlackRock in 2014, BrokerCheck records show.
"Kim comes to RBC Wealth Management with deep and broad knowledge in product management, retirement planning and extensive work supporting financial advisors with practice management issues,” says Mary Sumners, head of product management and strategic initiatives for RBC Wealth Management-U.S. “I am confident she will be a key leader in the growth of our product platform.”
A Blackrock spokeswoman was not immediately available for a comment.
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U.S. Trust expands recruitment nationwide
U.S Trust has recruited several advisers to serve the firm's growing demand for new recruits, said a U.S. Trust spokesman.
Daniel F. Thompson joins the firm's Wilmington, Del. office from Barclays Wealth and Investment Management, U.S. Trust says. Thompson started his career with a brief stint at Hopper Soliday in 1988 before moving on to Morgan Stanley within the same year, according to FINRA BrokerCheck records. He joined Barclays in 2014, BrokerCheck records show.
Joining U.S.Trust's New York office are Edward J. Finley, Fatima V. Sanandaji and Kurt V. Ryden. Finley started his career at J.P. Morgan in 2007, according to BrokerCheck records. He later moved to Deutsche Bank in 2012 before joining U.S. Trust, BrokerCheck records show. Sanandaji started her career at Citicorp Investments Services in 2005 before moving to HSBC securities in 2007 just prior to her move to U.S. Trust, BrokerCheck shows. Ryden had been with J.P. Morgan since 1998, according to BrokerCheck.
Jean-Pierre Green joins U.S. Trust in Bellevue, Wash., the firm says. Green started his career at AXA Advisors in 1998 before moving to Citicorp in 2000 and then J.P. Morgan in 2009, BrokerCheck records show. BrokerCheck also shows that Green worked for J.P. Morgan in 2009, where he stayed until arriving at U.S. Trust.
Abraham A. Dairi Joins U.S. Trust in Seattle, the firm says. Dairi's career started at Key Investment in 2011 and includes stops at Allstate Insurance, HSBC Securities and UnionBanc, prior to joining U.S. Trust, according to his LinkedIn profile.
Scott Logie joins U.S. Trust's Stamford, Conn., office, the firm says. Logie started his career at Salomon Brothers in 1986 before moving to Citigroup in 1998, according to BrokerCheck records. Records also show that Logie moved to Keefe, Bruyette & Woods in 2006. According to his LinkedIn, Logie moved to Carlson Capital in 2008 prior to joining U.S. Trust.
Jamie Andersen joins U.S. Trust in Naples, Fla., the firm says. Anderson started her career at Bank of America Securities in 2008 and stayed on with the firm's decision to purchase Merrill Lynch, according to BrokerCheck. She then moved to J.P. Morgan in 2011, BrokerCheck shows.
James Johnson joins U.S. Trust in Saint Louis, Mo., the firm says. Johnson started his career at Dean Witter Reynolds in 1987, BrokerCheck shows. Johnson later went on to do stints at Merrill Lynch, Kidder, Peabody, Citigroup, J.P. Morgan before joining KGS-Alpha Capital Markets in 2010, BrokerCheck shows.
Todd C. Roesch joins U.S. Trust in Dallas, the firm says. Roesch started his career at Lehman Brothers in 2006 and stayed on after its sale to Barclays in 2008, BrokerCheck shows.
Richard E. Barron joins U.S. Trust in Washington, the firm says. Barron started at Butcher & Singer in 1980, according to BrokerCheck, and worked for several firms, including Lehman Brothers, Deutsche Bank, Morgan Stanley and Suntrust, BrokerCheck shows.
(Image: Bloomberg News)