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.Â«Considering changing firms, making a new hire or exploring an acquisition? Visit the Adviser Center.
|Adviser(s)||Firm joining||Firm leaving||AUM ($M)||Date|
|Monty G. Reedy||Robert W. Baird & Co.||RBC Wealth Management||$130||06-18-2014|
|Francis Roche||Robert W. Baird & Co.||RBC Wealth Management||$0||03-17-2014|
|Patty Estopinal||Robert W. Baird & Co.||Morgan Stanley Wealth Management||$175||06-28-2012|
|Daniel J. Cairns, John C. Kay||Robert W. Baird & Co.||Wells Fargo Advisors||$100||12-05-2011|
|Russell P. Huebschle||Robert W. Baird & Co.||Credit Suisse Wealth Services||$140||10-05-2011|
|Alexander S. Cushner||Robert W. Baird & Co.||Credit Suisse Wealth Services||$300||10-05-2011|
|John Fitzgibbons, Joyce Linker, Kate LeClair||Robert W. Baird & Co.||ThinkEquity||$300||06-08-2011|
|Jason Schlesinger||Robert W. Baird & Co.||Wells Fargo Advisors||$200||03-24-2011|
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.