Ziegler Names Robert Moats as Senior Managing Director, Head of Wealth Management and Member of Executive Committee
August 05, 2014 at 04:33 pm
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Ziegler has named Robert Moats (Bob) as new senior managing director, head of Ziegler Wealth Management and member of the company's executive committee. In his new role, Moats will manage 70 financial advisers at 15 branches with a combined $4 billion in client assets. Prior to joining the company, Moats served as head of Morgan Stanley's Chicago Merc office since 2009 overseeing 170 financial advisers who produced $180 million in annual revenue.
The Ziegler Companies, Inc. (Ziegler) is an investment banking company that provides credit structures and advisory services. The Company serves institutional and individual investors, and small businesses through its wealth management and capital markets distribution channels. Its products and services include Investment Banking, Corporate Finance, MERGERS & ACQUISITIONS, FHA/HUD, Capital Markets, Wealth Management, General Municipal & Structured Finance, and Research. The Company caters to specialty sectors of healthcare, senior living, religion, and education, as well as general municipal and structured finance. The Company's Corporate Finance is focused on delivering advisory and financing solutions for companies and organizations across the healthcare industry. The Company's MERGERS & ACQUISITIONS include Sell-side Advisory and Buy-side Advisory. The Company focuses on general municipal and structured finance.
THE ZIEGLER COMPANIES, INC. 
