Barclays

Barclays Wealth announces five new hires in Philadelphia, Chicago and Atlanta

Barclays Wealth, a leading global wealth manager by assets under management, is pleased to announce the addition of five Investment Representatives in its Philadelphia, Chicago and Atlanta offices.

"We welcome these highly experienced wealth professionals," said Mitch Cox, Head of Barclays Wealth, Americas, and Head of Research and Investments globally for the firm. "We continue to find that our combination of wealth management experience, business growth, and direct access to the world-class resources of Barclays globally, is a compelling platform for seasoned advisors serving the needs of high net worth individuals and families."

Philadelphia
Rosalie Hunter joins Barclays Wealth as a Managing Director from J.P. Morgan, bringing over 25 years of wealth management experience. Ms. Hunter had worked at J.P. Morgan since 2002 advising ultra high net worth individuals, multi-generational families and corporate executives as clients of the Private Bank. Previously, Ms. Hunter spent 10 years in wealth management at Credit Suisse and its predecessor company Donaldson, Lufkin & Jenrette. She holds an M.B.A. from LaSalle University and a B.A. from Ohio Wesleyan University. Ms. Hunter serves on the Board of Trustees at Springside School and Chestnut Hill Academy, Philadelphia.

Bill McCormack also joins Barclays Wealth from J.P. Morgan, with over 14 years of wealth management and financial services experience. His most recent role at J.P. Morgan was Senior Investor and Market Team Leader for the Private Bank's Mid-Atlantic Region. Previously, he served as Director of Institutional Sales and Client Service for Gardner Lewis Asset Management. Mr. McCormack holds an M.B.A. from the University of Virginia, an M.A. from Georgetown University and a B.A. from Princeton University.

Ms. Hunter and Mr. McCormack report to Scott Sheffer, Regional Manager for Philadelphia.

Chicago
Brian Maddox joins Barclays Wealth as a Managing Director from Morgan Stanley Smith Barney, bringing 29 years of wealth management experience to the firm. Mr. Maddox started his wealth management career at Merrill Lynch in 1982 and joined Morgan Stanley Smith Barney (then Smith Barney) in 1986 where he gained extensive experience advising high net worth clients, foundations, family offices as well as pension funds, investment advisors, closed end funds and mutual funds. Mr. Maddox holds a B.A. from Drake University. He serves on the GALApalooza Committee for the Parkways Foundation in Chicago.

Michael Schafer joins Barclays Wealth from Goldman Sachs bringing over nine years of financial services experience to this new role. Mr. Schafer joined Goldman Sachs in 2002 and he specialized in advising clients on money market and short duration fixed income investments. Mr. Schafer holds an M.B.A. from Northwestern University and a B.S. from the University of Illinois.

Mr. Maddox and Mr. Schafer both report to Chris Williams, Regional Manager for Chicago.

Atlanta
Jonathan Pakula joins Barclays Wealth from UBS, bringing over two decades of wealth management experience. Mr. Pakula joined UBS in 2000 as part of its acquisition of Paine Webber. Mr. Pakula holds a B.A. from Washington & Lee University. He reports to Atlanta Regional Manager Linda Eydt.

"We are delighted to welcome these seasoned Investment Representatives to Barclays Wealth," said Steve Houston, who oversees the regional offices and Investment Representative network in his role as Head of Wealth Management, Americas.

With 14 offices across the U.S. and Latin America, including its trust office in Delaware, 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:

Barclays Wealth
Jignasa Patel, Barclays Wealth, Media Relations
+1 212 526 3945

Barclays Wealth
Monique Wise , Barclays Wealth, Corporate Communications
+1 212 526 3568

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