Rosalie Hunter will join the Philadelphia office as a new managing director. She previously served at JP Morgan advising ultra high net worth individuals, multi-generational families and corporate executives as clients of the private bank since 2002.
Bill McCormack will also join Philadelphia office from JP Morgan, where he was senior investor and market team leader for the private bank’s Mid-Atlantic region.
Hunter and McCormack will report to Scott Sheffer, regional manager for Philadelphia.
In Chicago, Brian Maddox will join as managing director. He has 29 years of wealth management experience and will join from Morgan Stanley Smith Barney.
Michael Schafer will the join from Goldman Sachs with more than nine years of financial services experience to this new role at Chicago.
Maddox and Schafer will report to Chris Williams, regional manager for Chicago.
In Atlanta, Jonathan Pakula will join Barclays Wealth from UBS, bringing over two decades of wealth management experience. Pakula joined UBS in 2000 as part of its acquisition of Paine Webber.
Barclays Wealth with 14 offices across the US and Latin America, including its trust office in Delaware, provides wealth management to high net worth individuals and families.
