Sponsored By
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.
Filters
Adviser(s)
Firm leaving
Firm joining
| Adviser(s) | Firm joining | Firm leaving | AUM ($M) | Date |
|---|---|---|---|---|
| Ken Belter, Will Schaffler | Robert W. Baird & Co. | Citigroup | $130 | 10-16-2012 |
| Bryce Bordwell | Wells Fargo Advisors | Citigroup | $100 | 05-16-2012 |
| Jose Fernandez, Juan Aleman | Bank of America Merrill Lynch | Citigroup | $260 | 03-14-2012 |
| Tom McGuirk | Hightower Advisors | Citigroup | $200 | 09-24-2010 |
| Winston Chung | Summit Brokerage Services | Citigroup | $45 | 04-28-2010 |
| Jon Bowles | Summit Brokerage Services | Citigroup | $35 | 02-18-2010 |
Showing 1 to 6 of 6 entries
Page 1
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.