Last updated: 14:59 / Thursday, 14 July 2016
Leaving Wunderlich

Investment Placement Group Makes Key Hire for Expansion into Miami: Rocio Harb to Join the Firm

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Investment Placement Group Makes Key Hire for Expansion into Miami: Rocio Harb to Join the Firm
  • Rocio Harb has been appointed Director and will become Branch Manager in the newly formed Miami office
  • She will report directly to Mr. Gilbert Addeo, Chief Operating Officer and Head of Business Development of IPG
  • She joins IPG from Wunderlich Securities. Prior to this, she worked for Dominick and Dominick

Investment Placement Group (IPG), an Independent Broker Dealer, announced today that Ms. Rocio Harb has been appointed Director and will become Branch Manager in the newly formed Miami office.  This follows IPG’s recent opening of their Houston Texas office just six months ago. Ms. Harb will be based in Miami and report directly to Mr. Gilbert Addeo, Chief Operating Officer and Head of Business Development of IPG.   

“As we continue to expand our business we recognize the need for talented leaders who can help our firm transform and rise to the next level” said Addeo. “Rocio is well respected in the industry and has a proven track record of building and managing U.S. domestic as well as international private banking teams.  We view her appointment as Branch Manager of our newly formed Miami office as a sign of our commitment to servicing global investors as well as attracting highly talented advisors to our firm.”

Harb has more than 20 years of experience in the financial services industry. She joins IPG from Wunderlich Securities, Inc. most recently serving as a Managing Director and Branch Manager in their Miami office. Prior to this, she worked for Dominick and Dominick as a Branch Manager. Earlier in her career, she held various compliance, operations and client management positions as Donaldson, Lufkin & Jenrette.

“I am very happy to be joining the IPG team” said Harb. “IPG has outlined a very clear vision for their growth and are truly committed to international wealth management and private banking. In addition, they have the technology, lending, trading and custodial platforms that support the needs of advisors with a global client base. I look forward to applying my expertise to this new opportunity with IPG”.

Headquartered in San Diego California, IPG is comprised of a group of affiliated financial service companies specializing in providing various wealth management and private banking services.

 

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