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.

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Roy Apple, Anthony Rizzo, Jeremy Schneider, Kevin Gai J.P. Morgan Securities LLCDeutsche Bank$009-11-2014
Martin DomresMorgan Stanley Wealth ManagementDeutsche Bank$35008-14-2013
Eric M. BehrMorgan Stanley Wealth ManagementDeutsche Bank$004-25-2013
Gannon McCafferyBarclays WealthDeutsche Bank$005-16-2012
Mark LeytonBarclays WealthDeutsche Bank$005-16-2012
Zach ShillingfordBarclays WealthDeutsche Bank$005-16-2012
Marc Richman, Brian BernhardtMorgan Stanley Wealth ManagementDeutsche Bank$50004-09-2012
Nicholas Anthony, Robert GottdenerBank of America Merrill LynchDeutsche Bank$10904-29-2011
Champe S. AndrewsHarbor Investment AdvisoryDeutsche Bank$12501-25-2011
Gregory E. ParanzinoHarbor Investment AdvisoryDeutsche Bank$20001-25-2011
Antoine Souma, Aleksandra KulmatickiJPMorgan Chase & Co.Deutsche Bank$30007-14-2010
Scott Zelnick, Patrick McBrien, Heidi GuldbrandsenBarclays WealthDeutsche Bank$5,50004-21-2010

Showing 1 to 12 of 12 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.