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Quote of the week

"[People] don’t expect retirement to begin with social security and sit on the back deck in a lounge chair for the rest of their lives. This group really wants to remain active."

Jeff Cimini, head of personal retirement at Merrill Lynch

North America Executive Moves - April 2012




4 May 2012
Daily News Analysis

New York-based Brown Brothers Harriman appointed Jamie Cann as a vice president and relationship manager within its Charlotte, NC wealth management office. Cann will be responsible for managing investment portfolios and advising clients on investment-related matters, the firm said. He will report directly to Rand Ayer, managing director and head of the Charlotte office.

Prior to joining Brown Brothers, Cann worked in business development for Afton Capital Management and spent seven years with Credit Suisse in the equities division in New York and San Francisco before that.

New York’s Geller & Company named Jerry Leamon, formerly global managing director at Deloitte, as vice chairman of its advisory board - a newly-created role at the firm. Leamon will advise Martin Geller, founder and chief executive, in addition to the firm’s senior leadership team, on a range of business matters. Leamon will also support the firm as it grows its business lines and considers expansion into new areas.

Colombus, OH-based Huntington Bancshares named Steven Short as director of Huntington Wealth Advisors, part of its wealth management business. Short will report to Daniel Banhase, director of Huntington’s wealth, government finance and home lending division. Prior to joining Huntington, Short served for five years as chief executive of UnionBanc Investment Services, a subsidiary of Union Bank of California, as well as executive vice president at US Bank.

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