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|
|Hugh Anderson, Sheila Delutri||Hightower Advisors||Bank of America Merrill Lynch||$450||09-04-2012|
|Mike PeQueen, Ned Evans, Adam Thurgood||Hightower Advisors||Bank of America Merrill Lynch||$340||09-04-2012|
|Matt Dillig, Ted Bowen||Hightower Advisors||Credit Suisse Wealth Services||$1,000||08-20-2012|
|Eugene M. Lerner, Walter Gondeck Jr., Mingdong Tan||Hightower Advisors||Morgan Stanley Smith Barney||$600||07-16-2012|
|David Molnar, Drew Nordlicht||Hightower Advisors||UBS Financial Services||$330||07-02-2012|
|Charles S. Holt||Hightower Advisors||Bank of America Merrill Lynch||$200||03-23-2012|
|Kenneth Hoffman, Richard Steinberg, Jordan Waxman||Hightower Advisors||Bank of America Merrill Lynch||$1,400||03-04-2012|
|James Hausberg||Hightower Advisors||The Presidio Group||$400||02-27-2012|
|Leo J. Kelly III, Brian Grumbach||Hightower Advisors||Bank of America Merrill Lynch||$700||02-27-2012|
|James Pupillo||Hightower Advisors||Graystone Consulting||$2,500||01-23-2012|
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.