Barclays Wealth Hires Five Investment Representatives in New York
15 December 2011, New York
Jack Broderick and William Belleville join as Managing Directors
Barclays Wealth, a leading global wealth manager by assets under management, is pleased to announce the appointment of five Investment Representatives to its New York office, as it continues to expand across the Americas. This brings the total number of new advisors hired in the Americas this year to 50.
Jack Broderick and Bill Belleville, CFA, join as Managing Directors from Credit Suisse Private Banking. As a team, Mr. Broderick and Mr. Belleville have more than 40 years of experience in wealth management, trading and solutions development for high net worth individuals and family offices.
Mr. Broderick comes to Barclays Wealth after 15 years at Credit Suisse. Initially, he headed the Monetization Services Group, an equities trading desk where he executed transactions for corporate clients and also managed assets for senior executives. In 2000, Mr. Broderick moved to London to spearhead the development of a similar platform for the firm's European clientele. He returned to New York three years later as a relationship manager in Private Banking. Prior to Credit Suisse, Mr. Broderick managed the Execution Services Desk at Lehman Brothers for seven years. He holds a B.A. in both Mathematics and Economics from Bucknell University and an M.B.A. from Fordham University.
Mr. Belleville, CFA, joined Credit Suisse Private Banking in 2001 to design customized solutions for high net worth individuals, family offices and foundations. Prior to Credit Suisse, he specialized in fixed-income derivatives and structured products in roles at Merrill Lynch, Cantor Fitzgerald Securities, and First Continental Trading. A CFA charterholder, Mr. Belleville holds a B.S. in Economics from Cornell University, an M.B.A. from the Wharton School, and an M.A. in International Studies from the School of Arts and Sciences at University of Pennsylvania. He sits on the Board of Trustees of The Albany Academy.
"The addition of these talented advisors emphasizes our commitment to grow the Americas business strategically, by attracting experienced, high performing teams to serve our high net worth clientele," said Mitch Cox, Head of Barclays Wealth Americas, and Head of Research and Investments globally for the firm. "The combination of rich intellectual capital, customized wealth management solutions, and direct access globally to Barclays' world-class resources makes Barclays Wealth compelling for seasoned advisors and their clients. With a robust hiring pipeline for 2012, we look forward to welcoming several more professionals to the firm."
In addition to Mr. Broderick and Mr. Belleville, Barclays Wealth also hired Michael Gordon, Scott Madison and Jonathan Sopher as advisors in New York.
Mr. Gordon and Mr. Madison join as Directors from Credit Suisse Private Banking, where for the past three years they specialized in serving high net worth families and individuals, family offices, and private foundations. Previously, Mr. Gordon he worked for six years in the Private Client Group of Jefferies & Co. He holds a B.S. in Business and an M.B.A from the University of Chicago.
Prior to Credit Suisse, Mr. Madison worked in the Markets Coverage Group in Goldman Sachs's Private Bank and in Jefferies's Private Client Group. He holds a B.S. in Accounting from Indiana University.
Jonathan Sopher joins as a Director and brings 17 years of wealth management experience to his new role at Barclays Wealth. Previous roles included serving as a financial advisor at Jefferies & Co., Wachovia Securities and Prudential Securities. He holds a B.A. in Business Communications from California State Northridge.
The five New York-based Investment Representatives report to Mark Stevenson, Regional Manager for New York.
"We look forward to working with these experienced professionals and seeing them thrive on the Barclays Wealth platform," said Steve Houston, who oversees the regional offices and Investment Representative network in his role as Head of Wealth Management, Americas.
With 13 offices across the U.S, including the Barclays Wealth Trustees (U.S.), NA., Barclays Wealth in the Americas 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.
For further information contact:
Monique Wise, Barclays Wealth, Media Relations
+1 212 526 3568