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|
|Jeffrey Tolbert||Robert W. Baird & Co.||UBS Financial Services||$178||05-16-2017|
|Richard W. Andersen, Eric R. Andersen||Robert W. Baird & Co.||UBS Financial Services||$165||08-09-2013|
|Paul J. Donnelly||Robert W. Baird & Co.||William Blair & Co.||$200||05-23-2013|
|Douglas W. Mabie||Robert W. Baird & Co.||William Blair & Co.||$800||04-25-2012|
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.