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 |
|---|---|---|---|---|
| Craig Weinstein | Bank of America Merrill Lynch | Credit Suisse Wealth Services | $174 | 12-17-2012 |
| Matt Dillig, Ted Bowen | Hightower Advisors | Credit Suisse Wealth Services | $1,000 | 08-20-2012 |
| Patricia Glass, Walter Varian | Morgan Stanley Smith Barney | Credit Suisse Wealth Services | N/A | 05-21-2012 |
| Bryce Kenny | Morgan Stanley Smith Barney | Credit Suisse Wealth Services | $475 | 03-23-2012 |
| Ilan Segev | Morgan Stanley Smith Barney | Credit Suisse Wealth Services | $191 | 03-15-2012 |
| Bruce Lee, Jim Hoesley | Bank of America Merrill Lynch | Credit Suisse Wealth Services | $1,200 | 10-31-2011 |
| Alexander S. Cushner | Robert W. Baird & Co. | Credit Suisse Wealth Services | $300 | 10-05-2011 |
| Russell P. Huebschle | Robert W. Baird & Co. | Credit Suisse Wealth Services | $140 | 10-05-2011 |
| Robert Black III, Stephen Kelly | Harbor Investment Advisory | Credit Suisse Wealth Services | $1,200 | 05-13-2010 |
Showing 1 to 9 of 9 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.