Deutsche Bank Alex. Brown adds six Client Advisors to East Coast operations
Deutsche Bank Alex. Brown, the U.S. Private Client Services (PCS) division of Deutsche Bank Securities Inc. and Deutsche Bank Private Wealth Management, today announced the addition of six Client Advisors to its East Coast operations. Luke Samson, Todd Kingsley and Rick Harris have joined PCS as Managing Directors and will work closely with high-net-worth individuals and families to help them reach their personal financial goals and advise them on Deutsche Bank’s array of solutions and services. Samson will be based in New York and will report to G. Haig Ariyan, a Managing Director and New York Regional Executive. Kingsley and Harris will be based in Washington, DC and will report to Matt Megary, a Director and Washington, DC Regional Executive.
Samson joins the firm from Bear Stearns where he was an Associate Director in the Private Client Division. Prior to that, he was a Financial Advisor at Bishop, Rosen & Co. He earned a BS in economics from UCLA.
Kingsley joins the firm from Smith Barney Citigroup Global Markets where he worked for more than 24 years. In his most recent position, he was a Director in the Wealth Management Division. He holds a BBA in accounting from George Washington University.
Harris also joins the firm from Smith Barney Citigroup where he was a Director in the Wealth Management division. Prior to joining Smith Barney in 1990, he was a Financial Advisor at Prudential Bache Securities. Rick holds a BS in government and politics from the University of Maryland.
Deutsche Bank Alex Brown also announced the following appointments:
- Jack Gregg has joined as a Director in the Philadelphia office, reporting to Marty Leclerc, a Managing Director and Philadelphia Regional Executive.
- Brian Kelley has joined as a Director in the Greenwich, CT office, reporting to David Fleming, a Director and Greenwich Regional Executive.
- Victoria Ricker has joined as a Director in the Palm Beach office, reporting to Jamie Zahringer, a Managing Director and Regional Executive in Florida.
Gregg joins the firm from UBS where he was a Portfolio Manager for high-net-worth clients and worked with a number of middle market institutions. Previously, he was a Financial Advisor at PaineWebber and prior to that, he was a Sales Manager and Account Executive at Kidder Peabody. He earned a BS in mechanical engineering from Cornell University.
Kelley, who has more than 18 years of experience in the financial services industry, joins PCS from Credit Suisse First Boston where he was a Financial Advisor. Previously, he held positions as Vice President of Investments at Oppenheimer, a Client Advisor at Moran and Associates and a Senior Associate at Sanford Bernstein and Company. Kelley earned a BA in finance from the Wharton School at the University of Pennsylvania and an MBA from New York University's Stern School of Business.
Ricker joins PCS from A.G. Edwards where she was a Financial Consultant. Prior to joining A.G. Edwards in 2004, she was a Financial Advisor at UBS/PaineWebber. She holds a BA in geology from Vassar College.
“We are extremely pleased to add such seasoned professionals to our team as we continue to expand our PCS footprint in the region,” said Thomas Bowers, Head of the U.S. Private Wealth Management Division. “We are confident that these individuals will help build on our success as we strive to be the best provider of financial services to high-net-worth and ultra-high-net-worth clients.”
"We are thrilled to welcome these experienced Client Advisors to our U.S. Private Client Services business,” said Michael Burke, Managing Director and Head of US Private Client Services. “Their arrival caps off a very successful 2007 for talent acquisition at our firm and we are excited about the impact they will have going forward."
For further information, please call:
Scott Helfman +1 212-250-5602
Deutsche Bank, Media Relations
About Deutsche Bank
Deutsche Bank is a leading global investment bank with a strong and profitable private clients franchise. A leader in Germany and Europe, the Bank is continuously growing in North America, Asia and key emerging markets. With 77,920 employees in 75 countries, Deutsche Bank offers unparalleled financial services throughout the world. The bank competes to be the leading global provider of financial solutions for demanding clients and creates exceptional value for its shareholders and people.
About Deutsche Bank Alex. Brown
Deutsche Bank Alex. Brown is the private client services division of Deutsche Bank Securities Inc., the investment banking and securities arm of Deutsche Bank AG in the United States and a member of NYSE, FINRA and SIPC. Deutsche Bank Alex. Brown, which is also part of Deutsche Bank's Private Wealth Management business division, provides a variety of customized solutions to private clients in the U.S., including traditional and alternative investments, brokerage, investment advisory programs, risk management strategies, lending, corporate cash management and wealth management services through branch offices in 16 cities across the US.