Engdahl and Camlin were most recently with Moors and Cabot, trading equities on behalf of institutions. Prior to that, they were on the Boston Stock Exchange with Ward, Conary, & Murphy.

Last week, Capital Guardian recruited 15-year Pershing veteran, Larry Gratch, as president and chief operating officer.  The firm told Family Wealth Report that Gratch does not replace anyone in either of the roles as they are newly-created.