Advisers on the Move
Track the latest teams of advisers and brokers who are changing firms and view recruiting activity at wirehouses, regional brokerages, RIAs and independent broker-dealers.
For production and additional details, click on adviser(s) name for full profile.¬ęConsidering changing firms, making a new hire or exploring an acquisition? Visit the Adviser Center.
|Adviser(s)||Firm joining||Firm leaving||AUM ($M)||Date|
|Kevin L. Baker, Dan Sullivan||JPMorgan Chase & Co.||Bernstein Global Wealth Management||$0||01-13-2014|
|Sean C. Cartin||EP Wealth Advisors||Bernstein Global Wealth Management||$0||03-01-2013|
|Luis Alegre||Capital Guardian||Bernstein Global Wealth Management||$330||07-17-2012|
|William Clements||Barclays Wealth||Bernstein Global Wealth Management||$850||01-14-2011|
|Marc Channick, Keith McKenzie, Darren Reinig||Delphi Private Advisors||Bernstein Global Wealth Management||$100||06-16-2010|
Disclaimer: The moves in this database come from a number of sources: InvestmentNews and other media reports, press releases, and direct submissions that have been reviewed by InvestmentNews. Any corrections, updates or clarifications should be e-mailed directly to the IN staff.