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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 |
|---|---|---|---|---|
| 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 |
Showing 1 to 10 of 10 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.