Private Asset Management | The pipeline to the affluent
February 08, 2010

On The Move  06/29/2009


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Morgan Stanley Smith Barney tapped the team of James Richardson, Catherine Salsman, and Stephanie Nallia from Fifth Third Bank Securities for its Lexington, Ky., office. The team joins with $191 million in assets under management.

RBC Wealth Management has brought on William Thompson as senior v.p. and branch director for its Casper, Wyo., office. He joins from UBS, where he held a similar role. He now reports to Dan Ball, Great Falls complex director. The firm also brought on senior v.p. Wes Johnson from UBS to its Syracuse, N.Y., office. Johnson joins with $145 ...



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