We are the best of both the independent and wirehouse worlds. Like a wirehouse, we have a full support structure so that advisors can focus on their clients and business. However like an independent firm, the advisor is in the driver’s seat.
Chicago, IL (PRWEB) September 05, 2012
Reflecting an ongoing industry trend, Ziegler, a specialty investment bank and full service brokerage firm, has hired a second producing branch manager away from one of the large wirehouse firms. Thomas Kirby joins Ziegler as senior vice president and branch manager of Ziegler’s newly opened Glen Allen, VA office. Ziegler also announces that Louis Portnoy from RBC Wealth Management joined Ziegler as their Chicago and Rockford, Illinois branch manager.
Thomas Kirby joins Ziegler as senior vice president and branch manager of Ziegler’s newly opened Richmond, VA office. Mr. Kirby has been a Morgan Stanley Smith Barney advisor for over 12 years and was a clear choice to lead Ziegler’s foray into the Richmond market. Chris Zelesnick, Senior Managing Director and Head of Ziegler Wealth Management stated, “We see a great opportunity in the Richmond market and are looking forward to introducing clients and advisors in the Richmond area to Ziegler. As branch manager, Thom will be integral to our efforts to grow this new branch.”
At the same time Louis Portnoy has moved from RBC Wealth Management to join Ziegler as senior vice president and branch manager of Ziegler’s Chicago and Rockford, IL branches. “As our headquarters, Chicago is an important location for us and we are pleased to have Louis on board to continue our growth plans for Chicago and the surrounding market,” commented Zelesnick.
Ziegler is actively executing on their growth strategy and Zelesnick sees the current market as an opportunity to attract advisors who are disenchanted with their wirehouse firms. As Zelesnick has stated, “We are the best of both the independent and wirehouse worlds. Like a wirehouse, we have a full support structure so that advisors can focus on their clients and business. However like an independent firm, the advisor is in the driver’s seat. Our advisors determine the right approach and focus for their businesses.”
For more information about careers at Ziegler, please visit us at http://www.Ziegler.com/JoinUs.
The Ziegler Companies, Inc. (PINKSHEETS: ZGCO) together with its affiliates (Ziegler) is a specialty investment bank with unique expertise in complex credit structures and advisory services. Nationally, Ziegler is ranked as one of the leading investment banking firms in its specialty sectors of healthcare, senior living, religion and education finance, as well as corporate finance and FHA/HUD. Headquartered in Chicago, IL with regional and branch offices throughout the U.S., Ziegler creates tailored financial solutions including bond financing, advisory, private placement, seed capital, M&A, risk and asset management. Ziegler serves institutional and individual investors through its wealth management and capital markets distribution channels.
Certain comments in this news release represent forward-looking statements made pursuant to the provisions of the Private Securities Litigation Reform Act of 1995. This client’s experience may not be representative of the experience of other clients, nor is it indicative of future performance or success. The forward-looking statements are subject to a number of risks and uncertainties, in particular, the overall financial health of the securities industry, the strength of the healthcare sector of the U.S. economy and the municipal securities marketplace, the ability of the Company to underwrite and distribute securities, the market value of mutual fund portfolios and separate account portfolios advised by the Company, the volume of sales by its retail brokers, the outcome of pending litigation, and the ability to attract and retain qualified employees.
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