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New Hire Roundup: Merrill Adds Teams From Barclays, UBS

By Marlene Y. Satter

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This week in personnel announcements and new hires, Merrill Lynch added two new five-member teams, including one that rejoined Merrill from UBS. Also, new advisory firm Intellectus Partners joined the Dynasty partnership, Don MacQuattie joined J.P. Morgan Asset Management’s defined contribution team; and Ned Van Riper was named a new recruiting director at Independent Financial Partners.

Merrill Lynch

Barry Schneider, Cris Bera and Chris Dewhurst, along with two support staff, joined the private banking and investment group in Texas from Barclays’ U.S. wealth management division.

The David/Robertson group, including Chad David, S.J. “Jimbo” Robertson Jr., and Chelsea Smith, has rejoined from UBS in Louisiana. The latter team is based in Baton Rouge and will report to Jeremy Silvas, Louisiana/Mississippi marketing executive.

Intellectus Is Newest Dynasty Partner

The launch of independent advisory firm Intellectus Partners was announced by David La Placa, cofounder, chairman and CEO, and Jay Casey, cofounder and president. The firm has partnered with Dynasty Financial Partners to use Dynasty’s platform of integrated wealth management services and technology.

Prior to Intellectus, La Placa was a member of the client advisor executive committee and a managing director with Deutsche Bank Alex. Brown. He joined Deutsche Bank in 2004. Casey, who began his financial career in 2000, is a former director, advisor and portfolio manager at Deutsche Bank.

MacQuattie Joins J.P. Morgan Asset Management

J.P. Morgan Asset Management has announced that Don MacQuattie has joined its U.S. funds team as head of defined contribution for global strategic relationships. He reports to Robert Stark, head of global strategic relationships.

MacQuattie has more than 20 years of experience in the DC space and previously led relationship management initiatives across all product lines for firms including Fidelity, Vanguard, T. Rowe Price, Pershing and TD Ameritrade. Before that he was at Hartford Financial Services, and also spent 12 years with Merrill Lynch.

Independent Financial Partners Adds Van Riper

Independent Financial Partners has announced the addition of Ned Van Riper as recruiting director.

Van Riper began his career in 1999 as a financial advisor at Morgan Stanley. He spent four years there, followed by four years at Smith Barney. In 2007 he moved to advisor recruiting, and worked as an external recruiter for LPL Financial before becoming an external recruiting consultant at Finetooth Consulting.

Philliponnat Elected Chairman of French SIF

The French Sustainable Investment Forum announced that Thierry Philliponnat, former head of Brussels-based Finance Watch, has been elected chairman. He succeeds Bertrand Fournier.

The newly elected board has also nominated Pascale Sagnier of AXA IM as chairwoman and Philippe Dutertre and Herve Guez as vice chairmen.

Coleman Joins Standard Life Investments

Standard Life Investments has announced that Thomas Coleman has joined as North American senior investment specialist, a new position. He will be based in Boston and report to Jack Boyce, managing director, head of North American distribution.

With more than 27 years in the investment business, Coleman was previously fixed income investment director, VP, at Wellington Management Company, LLP.

Read the June 24 New Hire Roundup at ThinkAdvisor.