Barclays has brought on Stephen Liss and Alpa Patel to fill two newly created director positions in the New York and San Francisco offices of the Wealth and Investment Management division.
They will both have an advisory role, instructing high net worth clients on issues related to domestic and international wealth structuring, multi-generational estate planning, wealth preservation strategies and planned charitable giving.
Register or login for access to this item and much more
All On Wall Street content is archived after seven days.
Community members receive:
- All recent and archived articles
- Conference offers and updates
- A full menu of enewsletter options
- Web seminars, white papers, ebooks
Already have an account? Log In
Don't have an account? Register for Free Unlimited Access