In Boston, Daniel Caso will join Barclays Wealth as an investment representative from Merrill Lynch, with over 25 years of experience. He will report to Marty Courage, regional manager for Boston.
Caso was a managing director in the private client services division of Bear Stearns. Previously, he held portfolio management roles at Oppenheimer and Lehman Brothers.
In New York, Robert Miller will join as an investment representative from Goldman Sachs’ private wealth management division.
Miller, who brings 19 years of experience to his new role, started at Goldman Sachs in 1996. Most recently, he was a senior member of the markets desk responsible for managing fixed income and equity portfolios for high net worth individuals and family offices.
Jorge Carreras and Carlos Molina join as investment representatives from the private wealth management division of Morgan Stanley Smith Barney.
Carreras brings 27 years experience serving high net worth individuals and families in Latin America to his new role. Prior to Morgan Stanley Smith Barney in 2007, Carreras held private banking roles at Merrill Lynch for 15 years and at Citibank.
Molina has over 16 years of wealth management experience, working with high net worth individuals and families in Latin America.
Miller, Carreras and Molina will report to Mark Stevenson, regional manager for New York.
In Washington DC, Douglas Bayer and Joseph Gilbert will both join as investment representatives from Morgan Stanley Smith Barney.
Bayer has 18 years of wealth management experience with a focus on Employee Stock Ownership Plans (ESOPs).
Gilbert and Bayer will report to Michael Burke, regional manager for Washington DC.
With 14 offices across the US and Latin America, including the Barclays Wealth Trustees (US), Barclays Wealth in the Americas provides comprehensive wealth management to high net worth individuals and families.
