Mitch Cox

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  Morgan Stanley Grabs Merrill, UBS Reps; Raymond James Snags MSSB Team

  By Janet Levaux, AdvisorOne  |  May 16, 2012

  Meanwhile, Wells Fargo adds advisors from Edward Jones, Merrill Lynch and other firms, and Barclays recruits several advisors from Deutsche Bank and Merrill.

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  Barclays Adds 2 Ex-Morgan Stanley Advisors in LA

  By Janet Levaux, AdvisorOne  |  April 4, 2012

  The boutique firm has added eight advisors to the branch—with $2.7 million in assets and about $32 million in trailing-12-month production—in the last six months.

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  Barclays Wealth Grabs 8 FAs From Wells, Morgan, Goldman

  By Janet Levaux, AdvisorOne  |  February 9, 2012

  The reps will work in the Los Angeles and Chicago offices after moving over from Credit Suisse, Goldman Sachs, Morgan Stanley and Wells Fargo.

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  New Hire Roundup: Dubois and Wassmann Join LPL; Jenks Goes to Putnam; Adams to EBRI

  By Marlene Y. Satter  |  November 2, 2011

  This week in new hires, Dubois and Wassmann join LPL; Stephen Jenks went to Putnam Investments; Nevin Adams joined EBRI; Donald L. McDonald became CEO at Prime Advisors; HighTower brought in Ann Rieder; and Barclays added 6 new advisors.

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  Barclays Adds 6 Advisors, 2 From BofA

  By Janet Levaux, AdvisorOne  |  October 28, 2011

  Barclays Wealth said Friday that it recently hired six advisors, including one from Merrill Lynch and one from BofA-U.S. Trust in New York, Boston, Dallas and Miami.

• Advisors on the Go: Barclays Adds 3, Baird Picks Up 2 and Raymond James Hires 1

  By Janet Levaux, AdvisorOne  |  October 5, 2011

  Barclays Wealth said Wednesday that it had hired three advisors for its Latin American ultra-high-net-worth operations, while Baird announced on the same day that it had picked up two advisors in San Francisco. On Monday, Raymond James employee-channel added a top producer in Houston.

• Barclays Wealth Adds 6 FAs from Merrill, Morgan Stanley & Goldman

  By Janet Levaux, AdvisorOne  |  July 1, 2011

  The new advisors join Barclays Wealth with about $1.1 billion in assets and $26 million in trailing 12-month fees and commissions.

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  Barclays Gains 5 FAs From Morgan Stanley, UBS, Other Firms

  By Janet Levaux, AdvisorOne  |  May 18, 2011

  The advisors joining from J.P. Morgan, Goldman Sachs, UBS and Morgan Stanley have some $18 billion assets and $35 million in annual production.

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  Barclays Adds 14 Advisors With $4 Billion in Assets From Merrill, UBS and Other BDs

  By Janet Levaux, AdvisorOne  |  March 17, 2011

  The new investment advisors also join from JP Morgan, HSBC, Credit Suisse, Northern Trust and Thomas Weisel Partners on the East and West coasts.

• Barclays Wealth Adds 7 Advisors, 1 Branch Manager

  By Janet Levaux, AdvisorOne  |  December 7, 2010

  Advisors and branch manager join from UBS, Bernstein, Wilmington Trust, JP Morgan and Hotchkiss