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efta-efta00819780DOJ Data Set 9OtherFrom: Richard Kahn
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DOJ Data Set 9
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efta-efta00819780
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From: Richard Kahn
To: "Jeffrey E." <[email protected]>
Subject: paul moths
Date: Wed, 31 Aug 2016 14:35:31 +0000
i am sure he informed you but in case he did not he went to Merrill (B of A)
Bank of America Recruits
Paul Morris has left Deutsche Bank's private bank behind to become a managing director and private wealth
advisor in the Private Banking and Investments Group at Bank of America Merrill Lynch (BAC). Moths, with
more than 20 years of financial industry experience, will be based in the New York office of PBIG.
"Given the significant growth in the ultra-high-net-worth market and the increasing need for integrated planning
and investment services, we are thrilled to be able to add an advisor of this caliber to the PBIG team," Mollie
Colavita, regional director of the New York PBIG, said in a statement. She added, "We believe that his clients
will benefit from the market-leading wealth management services at Merrill Lynch."
http://www.thinkadvisor.corn/2016/08/18/recruiting-roundup-dynasty-triad-pick-up-large-adv
Richard Kahn
HBRK Associates Inc.
575 Lexington Avenue 4th Floor
New York NY 10022
tel
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ce
EFTA00819780
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http://www.thinkadvisor.corn/2016/08/18/recruiting-roundup-dynasty-triad-pick-up-large-advRelated Documents (6)
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DOJ Data Set 10CorrespondenceUnknown
EFTA Document EFTA01459963
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