Barclays Wealth said James Egan will join as a director and investment representative in Boston. Egan, who has 20 years of wealth management and sales experience, will be working with Michael Reiser and Ria Hart, also in Boston.
Egan was most recently a principal in the Senior Investment Advisor Group at Bernstein Global Wealth Management.
Reiser will also joins as a director and investment representative in Boston with 16 years of wealth management experience, most recently at Wilmington Trust where he was a managing director and chief investment officer for the Northeast region.
Reiser previously held senior roles in portfolio management and equity research at Bingham Legg Advisors and Derby and Company.
Hart will join the Boston team as a vice president and an investment representative from Wilmington Trust with an expertise in equity research and portfolio management. Previously, she held roles at Bingham Legg Advisors, Wellington Management and Brown Brothers Harriman.
All three Boston-based investment representatives report to Boston regional manager Marty Courage.
George Kolodka will join as a director and an investment representative in New York. Kolodka has 29 years of financial services industry experience. He spent the past nine years as a principal and senior advisor at Bernstein Global Wealth Management.
Jamie Weeks III and Hunter Hamm will join as investment representatives in Atlanta. Weeks, a director, brings over 14 years of industry experience to his new role. For the last eight years he worked at UBS Global Asset Management.
Hamm, a vice president, has over 13 years of experience in private wealth management, capital markets and public accounting. Most recently, he was a financial advisor in the private wealth management division at UBS Financial Services.
Michael Schwartz will join as a vice president and an investment representative in Chicago. Schwartz joins from JP Morgan Private Wealth Management, where he led a team advising high net worth families and business owners for the past two years. Schwartz will report to Chris Williams, regional manager for Chicago.
