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Wall Street moves: Barclays exec moving to Evercore; D.A. Davidson hires 9

S&P Global Market Intelligence presents a weekly rundown of selected executive management changes among the major Wall Street investment banks and other notable moves. The changes are listed by announcement date in reverse chronological order.

August 1

Ari Berger left Barclays PLC and is set to move in October to Evercore Inc. as a senior managing director to lead the global consumer retail group.

Berger was a managing director at Barclays' global consumer retail group.

July 31

Cowen Inc. named David Bohn as a managing director for equity capital markets and Tim Meyer as a managing director for private capital solutions.

Bohn was most recently SunTrust Robinson Humphrey Inc.'s head of healthcare origination. Meyer was previously with Marathon Capital LLC, where he raised more than $1 billion for renewable and energy technology companies, according to a release.

July 30

D.A. Davidson & Co. hired nine professionals to work in its various divisions, such as in equity capital markets, investment banking, institutional equity research, sales and trading and wealth management.


Simmons Energy | A Division of Piper Jaffray named Spencer Rippstein, Andrew Schroeder and Sanjiv Shah as co-heads for energy investment banking, effective immediately.

Rippstein was most recently the head of the midstream/downstream oil and gas sector, while Schroeder and Shah were managing directors for the energy services and equipment sector.

July 25

Morgan Stanley named Jim Forbes as a vice chairman for its investment bank, where he is expected to work with healthcare services and private equity clients, The Wall Street Journal reported, citing sources.

Forbes was previously a healthcare investment banker for UBS Group AG, according to the report.


Kalan MacGinley left Piper Jaffray Cos. and is expected to join Bank of America Corp., three sources told S&P Global Market Intelligence.

MacGinley, who joined the company in 2016, was a managing director and covered financial services clients in the western U.S. and select international markets.