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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.

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Jeffrey KlingerBank of America Merrill LynchCredit Suisse Wealth Services$012-16-2013
Hal A. Lambert, Jeffrey D. WildinDynasty Financial PartnersCredit Suisse Wealth Services$1,00011-12-2013
Vishal Bakshi, Jayne Finst, David A. GreeneBank of America Merrill LynchCredit Suisse Wealth Services$1,00005-29-2013
Craig WeinsteinBank of America Merrill LynchCredit Suisse Wealth Services$17412-17-2012
Matt Dillig, Ted BowenHightower AdvisorsCredit Suisse Wealth Services$1,00008-20-2012
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
Alexander S. CushnerRobert W. Baird & Co.Credit Suisse Wealth Services$30010-05-2011
Russell P. HuebschleRobert W. Baird & Co.Credit Suisse Wealth Services$14010-05-2011
Robert Black III, Stephen KellyHarbor Investment AdvisoryCredit Suisse Wealth Services$1,20005-13-2010

Showing 1 to 12 of 12 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.