NEW YORK--(BUSINESS WIRE)--Barclays today announced the appointment of Jay O’Neil as a Managing Director and Regional Manager for Wealth and Investment Management in Los Angeles. Mr. O’Neil will be responsible for managing the office in Los Angeles and implementing Barclays’ strategy in the LA area as the firm continues to grow in the United States.
“Jay’s extensive wealth management and leadership experience underscores our continued commitment to hiring experienced professionals to support our clients in the region and our colleagues in the Los Angeles office,” said Tom Lee, Head of Wealth and Investment Management Americas. “We are thrilled to have Jay lead the Los Angeles office.”
Mr. O’Neil has over 14 years of wealth management experience. Prior to joining Barclays, he worked at Macquarie Bank where he was most recently the Head of the Private Bank. Prior to that, he spent several years with Merrill Lynch in a number of roles, including managing the Foreign Office where he supervised a team of financial advisors who supported clients in 92 countries. He also served as an Associate Director for Merrill Lynch’s North Texas region, managing 600 financial advisors, and as a Market Leader for the Private Banking & Investment Group in New England and the Mid-Atlantic regions. Mr. O’Neil also worked as Director and Regional Branch Manager for Credit Suisse Private Banking in South Texas. He received a Bachelor of Science in Systems Mechanical Engineering from the United States Military Academy at West Point.
Mr. O’Neil will report to Bill Scherr, Managing Director and West Coast Regional Head.
With 12 offices in the US, Barclays Wealth and Investment Management provides comprehensive wealth management solutions to high net worth individuals and families. The firm focuses on providing highly customized investment solutions to clients, in alignment with their long-term risk tolerance, personal aspirations, specific financial needs and personality.
“Barclays” refers to any company in the Barclays PLC group of companies.
Barclays offers wealth management products and services to its clients through Barclays Bank PLC ("BBPLC") and functions in the United States through Barclays Capital Inc. ("BCI"), an affiliate of BBPLC. BCI is a registered broker dealer and investment adviser, regulated by the US Securities and Exchange Commission, with offices at 200 Park Avenue, New York, New York 10166. Member FINRA and SIPC.
Barclays Bank PLC is registered in England and authorized by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. Registered No. 1026167. Registered Office: 1 Churchill Place, London E14 5HP.
The wealth management products offered by Barclays in the United States clear through, and where applicable, assets are custodied by, Pershing LLC, a subsidiary of the Bank of New York Mellon Corporation. Pershing LLC is a member of FINRA, NYSE and SIPC.
Barclays does not guarantee favorable investment outcomes. Nor does it provide any guarantee against investment losses.
Neither Barclays in the US nor its Wealth and Investment Management employees in the US render tax or legal advice. You should consult with your accountant, tax advisor, and/or attorney for advice concerning your particular circumstances.
Barclays is an international financial services provider engaged in personal, corporate and investment banking, credit cards and wealth management with an extensive presence in Europe, the Americas, Africa and Asia. Barclays’ purpose is to help people achieve their ambitions – in the right way. With 325 years of history and expertise in banking, Barclays operates in over 50 countries and employs over 130,000 people. Barclays moves, lends, invests and protects money for customers and clients worldwide. For further information about Barclays, please visit our website www.barclays.com.