An advisor team that previously managed $214 million and generated $1.7 million in annual revenue has left Barclays to join Janney Montgomery Scott.
The Guggenheimer Zaki team, comprised of Steven Guggenheimer, executive vice president, and George Zakim, vice president, will join Janneys New York office.
Like many other professionals in the industry, Steven and George found the firm to be their destination of choice because of our operating platform, client-centric philosophy, and the quality of our employees, said Michael Drumm, Janney's New York complex manager, in a statement. We welcome Steven and George to our team and anticipate that their wealth of experience helping clients achieve their goals will be instrumental in Janneys continued success.
Prior to working at Barlcays, Guggenheimer and Zaki were financial advisors at Merrill Lynch. Both advisors started their careers at financial services firm Neuberger Berman. Guggenheimer is a graduate of Haverford College in Pennsylvania and Zaki graduated from Fairmont State University in West Virginia.
Register or login for access to this item and much more
All Financial Planning 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