The two teams, which moved on Friday, managed nearly $800 million in client assets at Merrill Lynch, the brokerage owned by Bank of America.
The two teams, which moved on Friday, opened True Private Wealth Advisors LLC, an independent advisory firm based in Salem, Oregon.
"We went through a reorganization not too long ago where we separated project management from analytics, and we identified these three areas as critical to advisor success," said Tom Nally, president, TD Ameritrade Institutional.
In this newly created position, Proctor will report to Seth Finkel, managing director of Neuberger Berman Wealth Management.
The appointment of de Rosnay, who has held a number of senior investment banking positions in London, is expected to be announced on Tuesday, the WSJ said in an article published on its website.
Barclays today announced further recruitment to its Corporate & Employer Solutions (C&ES) business as it continues to build its capabilities to meet the employee benefit, corporate protection and rewards and incentive needs of its entrepreneur, SM