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.

Considering changing firms, making a new hire or exploring an acquisition? Visit the Adviser Center.

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Jose FincheltubMorgan Stanley Wealth ManagementCredit Suisse Wealth Services$10703-24-2016
Mary DiChristofano, Michael Sakach, James WhitneyMorgan Stanley Wealth ManagementCredit Suisse Wealth Services$2,00003-18-2016
David Atallah, Mike CassaMorgan Stanley Wealth ManagementCredit Suisse Wealth Services$002-15-2016
Beth Scanlan, Carol Abraham, Calvin FongMorgan Stanley Wealth ManagementCredit Suisse Wealth Services$37501-27-2016
Richard Zinman, Anthony Dertouzos, John MorenoMorgan Stanley Wealth ManagementCredit Suisse Wealth Services$5,00011-23-2015
Mark C. HutchinsonUBS Financial ServicesCredit Suisse Wealth Services$20411-03-2015
Nicole Primack Andres Bank of America Merrill LynchCredit Suisse Wealth Services$60011-02-2015
Christopher Baldwin, Thomas Tyndorf, Andrew Skoglund Bank of America Merrill LynchCredit Suisse Wealth Services$3,50010-08-2015
David Sterling Bank of America Merrill LynchCredit Suisse Wealth Services$009-17-2015
Wendi Lohmar, Cathy ChaseFirst Republic SecuritiesCredit Suisse Wealth Services$51007-31-2015
Stewart OldfieldDeutsche BankCredit Suisse Wealth Services$011-10-2014
David StarkerJPMorgan Chase & Co.Credit Suisse Wealth Services$005-16-2014
Matthew Kutcher, Bryan DeFrancesJPMorgan Chase & Co.Credit Suisse Wealth Services$003-25-2014
John DelehantyJPMorgan Chase & Co.Credit Suisse Wealth Services$003-21-2014
Jeffrey KlingerBank of America Merrill LynchCredit Suisse Wealth Services$011-15-2013
Hal A. Lambert, Jeffrey D. WildinDynasty Financial PartnersCredit Suisse Wealth Services$1,00011-04-2013
Vishal Bakshi, Jayne Finst, David A. GreeneBank of America Merrill LynchCredit Suisse Wealth Services$1,00005-24-2013
Craig WeinsteinBank of America Merrill LynchCredit Suisse Wealth Services$17412-06-2012
Matt Dillig, Ted BowenHightower AdvisorsCredit Suisse Wealth Services$1,00008-17-2012
Patricia Glass, Walter VarianMorgan Stanley Wealth ManagementCredit Suisse Wealth Services$005-21-2012
Bryce KennyMorgan Stanley Wealth ManagementCredit Suisse Wealth Services$47503-23-2012
Ilan SegevMorgan Stanley Wealth ManagementCredit Suisse Wealth Services$19103-15-2012
Bruce Lee, Jim HoesleyBank of America Merrill LynchCredit Suisse Wealth Services$1,20010-31-2011
Russell P. HuebschleRobert W. Baird & Co.Credit Suisse Wealth Services$14010-05-2011
Alexander S. CushnerRobert W. Baird & Co.Credit Suisse Wealth Services$30010-05-2011
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Showing 1 to 25 of 26 entries

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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.

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