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
C. Gene Jester, Bert Cort Lester BennettRobert W. Baird & Co.Morgan Stanley Wealth Management$21010-31-2017
Ken WilliamsRobert W. Baird & Co.Wells Fargo Advisors$15009-18-2017
Thomas Marchal Robert W. Baird & Co.Morgan Stanley Wealth Management$17509-18-2017
Jeffrey TolbertRobert W. Baird & Co.UBS Financial Services$17805-16-2017
Robert BrowneRobert W. Baird & Co.Wells Fargo Advisors$14612-19-2016
Keith Epstein, Andrew OremlandRobert W. Baird & Co.Wells Fargo Advisors$24312-19-2016
Jeff Cohen, Christian Clinton, Jena Burrows Robert W. Baird & Co.Wells Fargo Advisors$34310-26-2016
Kim GiannoneRobert W. Baird & Co.Wells Fargo Advisors$10511-06-2015
Brian NetheryRobert W. Baird & Co.Stifel Nicolaus & Co.$14011-06-2015
Robert L. GormanRobert W. Baird & Co.Morgan Stanley Wealth Management$21005-21-2015
Michael J. McHughRobert W. Baird & Co.Charles Schwab$35004-02-2015
Barbara WoolhandlerRobert W. Baird & Co.Morgan Stanley Wealth Management$26003-06-2015
Rebecca Gadus, Jeffrey Carroll, Tyson EubanksRobert W. Baird & Co.UBS Financial Services$002-27-2015
Patrick Cook, Nathan CookRobert W. Baird & Co.UBS Financial Services$17002-02-2015
James W. McGuireRobert W. Baird & Co.Wells Fargo Advisors$009-02-2014
Christopher J. CoburnRobert W. Baird & Co.RBC Wealth Management$15008-29-2014
Monty G. ReedyRobert W. Baird & Co.RBC Wealth Management$13006-18-2014
Michael J. GegenRobert W. Baird & Co.RBC Wealth Management$10005-23-2014
Joseph H. McAuley, Jr.Robert W. Baird & Co.Wells Fargo Advisors$004-04-2014
Francis RocheRobert W. Baird & Co.RBC Wealth Management$003-17-2014
Frederick Gollier, Michael Henning, Christopher WatersRobert W. Baird & Co.Wells Fargo Advisors$21502-07-2014
Lawrence I. MagidRobert W. Baird & Co.Wells Fargo Advisors$6001-24-2014
Kevin J. CrossRobert W. Baird & Co.Charles Schwab$40011-25-2013
Richard W. Andersen, Eric R. AndersenRobert W. Baird & Co.UBS Financial Services$16508-09-2013
John N. HuynhRobert W. Baird & Co.Morgan Stanley Wealth Management$6007-19-2013
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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.