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David S. Lynn joined Morgan Stanley Smith Barney's La Jolla, Calif. office from Merrill Lynch. His trailing-12 production was more than $1 million on assets of $115 million.
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UBS Private Wealth Management promoted Frank Minerva to chief operating officer to manage the firm's 200 advisors who work with ultra-high-net- worth clients. It has 7,000 advisors overall.
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Philip Fett, $2.2 million producer, joined JPMorgan Chase after 10 years with Morgan Stanley Smith Barney.
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Merrill Lynch veteran Tom Isaacs was recruited to Wells Fargo Advisors to oversee its New York City branches.
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RBC Wealth Management recruited the team of Mike Lamb and Cindy Dellinger from Stifel Nicolaus for its San Francisco office. They generated about $3.9 million in trailing-12 production.
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Citi Private Bank has hired Michael Smith as Midwest regional executive, and Mark Connolly as its Southwest regional executive. Both had been managing directors at Barclays Wealth.
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Janney Montgomery Scott hired Anne Morse as a managing director to oversee its newly created healthcare municipal finance practice.
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