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.

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Christopher Walkley Morgan Stanley Wealth ManagementJanney Montgomery Scott$10608-22-2017
Christine CaronaMorgan Stanley Wealth ManagementUBS Financial Services$38807-28-2017
Christopher ApgarMorgan Stanley Wealth ManagementWells Fargo Advisors$31804-21-2017
Michael BorselloMorgan Stanley Wealth ManagementBank of America Merrill Lynch$13204-21-2017
Donald Fung, Matt Palleschi, John Campbell, Brian BechelliMorgan Stanley Wealth ManagementJPMorgan Chase & Co.$82903-24-2017
William Troy Neat, Jason Redpath, Steven SpaethMorgan Stanley Wealth ManagementBank of America Merrill Lynch$60201-20-2017
Ira Friedman, Andrew SallisMorgan Stanley Wealth ManagementBank of America Merrill Lynch$36001-20-2017
Brad WeinmanMorgan Stanley Wealth ManagementBank of America Merrill Lynch$24001-13-2017
Joseph JiovenettaMorgan Stanley Wealth ManagementValmark Securities$13011-10-2016
Ken FurstMorgan Stanley Wealth ManagementStifel Nicolaus & Co.$28010-28-2016
Martin Enriquez, Miguel CortinaMorgan Stanley Wealth ManagementBank of America Merrill Lynch$60010-05-2016
Eddie Carreno, Miguelina CorripioMorgan Stanley Wealth ManagementCitigroup$17509-23-2016
Vivian Lin, Han LinMorgan Stanley Wealth ManagementBank of America Merrill Lynch$25008-18-2016
Ira Feld, David WeinsteinMorgan Stanley Wealth ManagementBank of America Merrill Lynch$67506-01-2016
Zachariah Zuhdi, Erich CansecoMorgan Stanley Wealth ManagementJPMorgan Chase & Co.$20006-01-2016
Craig Yates, John DillonMorgan Stanley Wealth ManagementUBS Financial Services$21905-31-2016
Geoffrey PaulMorgan Stanley Wealth ManagementUBS Financial Services$28005-31-2016
Sam Moshe, Paul Saldana, Gilda Gallardo, Jessica LlorensMorgan Stanley Wealth ManagementBank of America Merrill Lynch$29005-31-2016
Lei Sun, Zhigang ShenMorgan Stanley Wealth ManagementBank of America Merrill Lynch$19004-08-2016
Howard WenMorgan Stanley Wealth ManagementBank of America Merrill Lynch$17903-31-2016
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
Ron VinderMorgan Stanley Wealth ManagementUBS Financial Services$4,30003-16-2016
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
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Showing 1 to 25 of 211 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.