In New York City Philip Fahey will join as director and private banker reporting to Charles Merrill, New York regional executive. He was most recently at US Trust where he was a vice president and private client manager.

Fowler Hatley has joined the firm as director and investment counselor in Dallas. Hatley comes on board from AVM/III Associates where he was a senior analyst, trader on the credit desk with responsibility for all structured products.

On the West Coast Lee Garsson has signed on in San Francisco as a director and wealth planner. Garsson also joins from US Trust, where he was a wealth strategist working with ultra high net worth clients.