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.

«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. ReedyRobert W. Baird & Co.RBC Wealth Management$13006-18-2014
Francis RocheRobert W. Baird & Co.RBC Wealth Management$003-17-2014
Patty EstopinalRobert W. Baird & Co.Morgan Stanley Wealth Management$17506-28-2012
Daniel J. Cairns, John C. KayRobert W. Baird & Co.Wells Fargo Advisors$10012-05-2011
Russell P. HuebschleRobert W. Baird & Co.Credit Suisse Wealth Services$14010-05-2011
Alexander S. CushnerRobert W. Baird & Co.Credit Suisse Wealth Services$30010-05-2011
John Fitzgibbons, Joyce Linker, Kate LeClairRobert W. Baird & Co.ThinkEquity$30006-08-2011
Jason SchlesingerRobert W. Baird & Co.Wells Fargo Advisors$20003-24-2011

Showing 1 to 8 of 8 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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