CHICAGO & BIRMINGHAM, Ala.--()--Sterne, Agee & Leach, Inc., one of the oldest and largest privately-owned investment banking and brokerage firms in the country, has expanded its Chicago Private Client Group, located in Willis Tower, with the addition of a managing director.
“In today’s economic times, clients recognize the value of the full-service capabilities and the individual service offered by Sterne Agee. We have a valuable team of professionals for those seeking a firm with a client-centered approach and over 110 years of investment experience.”
Robert W. Mohs joins Sterne Agee as a Managing Director with the Private Client Group in Chicago. Mohs has over 25 years of experience in financial planning and securities trading. Prior to joining Sterne Agee, Mohs was with Raymond James & Associates. Additionally, Mohs has experience as an institutional trader and has designed and executed retirement plans for numerous individuals and institutions. In his new role with Sterne Agee, Mohs will concentrate on retirement planning and investment advisory, plus, he will assist with growing Sterne Agee’s Chicago office.
“I am excited to join the Sterne Agee team and eager to continue serving investors,” said Mohs. “In today’s economic times, clients recognize the value of the full-service capabilities and the individual service offered by Sterne Agee. We have a valuable team of professionals for those seeking a firm with a client-centered approach and over 110 years of investment experience.”
“We are most pleased to have Bob join Sterne Agee. The extent of his knowledge and financial services experience will serve our private client group in Chicago well,” said Jim Cox, Managing Director for Chicago. “Being a native of the Midwest, he understands the pulse of this region and his many years of experience are a plus for our growing team.”
Mohs is a graduate of St. Johns University in Minnesota, attended graduate school at Kansas State University, and completed courses at Roosevelt University and the University of Chicago. He is active in several local charitable organizations and currently serves as President of the Center for Advancing Domestic Peace.
About Sterne Agee
Founded in 1901, Birmingham, Alabama-based Sterne Agee is one of the oldest and largest privately-owned investment banks in the nation. The firm offers comprehensive financial services to a diverse client base, including corporations, municipalities and high-net worth individuals. Through its family of wholly-owned subsidiaries, Sterne Agee manages over $18 billion in client assets, and employs more than 1,500 financial professionals in 59 offices across 25 states. The Sterne Agee family of companies has prospered for more than 100 years by always putting client interests first and consistently delivering excellent financial services. Sterne Agee is the trade name used by certain affiliates of Sterne Agee Group, Inc., including Sterne, Agee & Leach, Inc., member of NYSE, FINRA and SIPC. Visit www.sterneagee.com.