Barclays Wealth, the global wealth manager and advisor, announced it has hired Dana Jacobs ('94) as a Managing Director and Investment Representative, and Alan Vorwald as a Director and Investment Representative in the Los Angeles office.
"We are delighted to have Dana Jacobs and Alan Vorwald on the Barclays Wealth team," said Mitch Cox, Head of Barclays Wealth, Americas and Head of Global Research and Investments. "The U.S. is the world's number one wealth market, and our Investment Representatives are uniquely placed to provide high net worth clients with expert private wealth management."
"The events of the past few years have significantly altered both the business of private wealth management and the needs and expectations of our high net worth clients. Barclays Wealth has committed to investing over $1 billion globally in the next few years in our people, our platform and our systems in order to deliver best-in-class client experience."
Jacobs brings more than 16 years of wealth management experience to his new role at Barclays Wealth. Most recently, he worked at HSBC Private Bank for five years. Jacobs was previously with Credit Suisse and Donaldson, Lufkin & Jenrette. He holds a B.A. from the University of California at Santa Barbara, and an MBA from UCLA Anderson.<< More News