Comings & Goings
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President and CEO of Janney Montgomery Scott, James Wolitarsky, will retire from the firm on June 30, 2007. PIC
UBS appointed Michael Roberts managing director and head of UBS Trust Services. Roberts was previously regional head of personal trust for Wachovia Bank.
Morgan Stanley hired 10 investment professionals for its newly opened Miami office. The strategically located office will allow advisors to cater to the Latin American market, the firm says.
Craig Walling has been named CEO of the private bank at UBS Wealth Management U.S. Prior to joining UBS, Walling served as president and CEO of U.S. Trust Co.
Lincoln Financial Group has promoted Terry Mullen to president of Lincoln Financial Distributors. Mullen was previously senior vice president of sales for Lincoln Financial Distributors.
