Magazine article American Banker

Executive Changes

Magazine article American Banker

Executive Changes

Article excerpt


Morgan Stanley of New York has hired Jeffrey Gelfand, the finance chief at Wachovia Securities LLC, as the chief financial officer of its global wealth management group.

Mr. Gelfand, who will start his new job May 3, will succeed Frank Bianco, who has been named Morgan Stanley's corporate controller.

Mr. Gelfand had been the finance chief at Wachovia Securities since 2003. Before joining the Wachovia Corp. unit he had been the CFO of Merrill Lynch & Co. Inc.'s retail brokerage unit, which was headed by Morgan's current retail chief, James Gorman.

RBC Capital Markets, the New York corporate and investment banking unit of Royal Bank of Canada, has hired Rich Moore as a managing director and the head of its newly formed U.S. real estate investment trust research team.

Mr. Moore had led a six-person equity research team covering 48 REITs for KeyBanc Capital Markets, a division of KeyCorp's McDonald Investments Inc.

Mellon Financial Corp. of Pittsburgh has named Sandra A. Capek a vice president and senior director for its wealth management group in New York.

Ms. Capek will be based in Uniondale and will develop new business with high-net-worth customers on Long Island.

She was a senior financial adviser at Mellon Advisor Services, a division of Mellon Financial's Dreyfus Service Corp., where she oversaw over $800 million of client assets.

She has 17 years of financial services experience.

Regions Financial Corp. of Birmingham, Ala., has promoted Clayton Richard Lee 2d and Jay D. …

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