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
Bill FedorRobert W. Baird & Co.Wells Fargo Advisors$20605-04-2018
Irv MindesRobert W. Baird & Co.Wells Fargo Advisors$36005-04-2018
Margaret R. Price, Sarah K. Springer and Grant F. ShearerRobert W. Baird & Co.Wells Fargo Advisors$1,00011-30-2017
Ken WilliamsRobert W. Baird & Co.Wells Fargo Advisors$15009-18-2017
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
James W. McGuireRobert W. Baird & Co.Wells Fargo Advisors$009-02-2014
Joseph H. McAuley, Jr.Robert W. Baird & Co.Wells Fargo Advisors$004-04-2014
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
William W. BarrowRobert W. Baird & Co.Wells Fargo Advisors$007-03-2013
John T. BarnefieldRobert W. Baird & Co.Wells Fargo Advisors$007-03-2013
Greg T. Evans, Stephen Allain, Jerred R. Crumley Robert W. Baird & Co.Wells Fargo Advisors$007-03-2013
Richard W. Ashcroft, Darrell J. Pesek Robert W. Baird & Co.Wells Fargo Advisors$007-03-2013
Thomas S. DavisRobert W. Baird & Co.Wells Fargo Advisors$004-09-2013
Richard G. Pfeil, Matthew Leatherwood, C. Nelson Shields, Jr.Robert W. Baird & Co.Wells Fargo Advisors$30004-09-2013
J. Gillette Burns, Orlando C. Montesino, Andrew A. AtkinsonRobert W. Baird & Co.Wells Fargo Advisors$47004-09-2013
Kevin PhillipsRobert W. Baird & Co.Wells Fargo Advisors$10502-15-2013
The Buskey McGinty GroupRobert W. Baird & Co.Wells Fargo Advisors$26503-01-2012
Daniel J. Cairns, John C. KayRobert W. Baird & Co.Wells Fargo Advisors$10012-05-2011
Scott WoodsRobert W. Baird & Co.Wells Fargo Advisors$39007-18-2011
Mary Howard, William PerryRobert W. Baird & Co.Wells Fargo Advisors$7006-01-2011
Jason SchlesingerRobert W. Baird & Co.Wells Fargo Advisors$20003-24-2011
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Showing 1 to 25 of 26 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.

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