Philip Holbert

Adviser/team AUM: $100,000,000

Move Details

Firm leaving Morgan Stanley Smith Barney
Firm joining Robert W. Baird & Co.
Adviser(s) location

Denver, CO

Date announced October 28, 2011
Transition date October 28, 2011
Source http://www.reuters.com/article/idUSN1917036320101119

Latest Moves to Robert W. Baird & Co.

Adviser(s) Date announced
Gerald D. Brennan, James R. Seidel, Lynn L. KittelsonMay 14, 2013
Malcolm H. Liles, William N. Liles, Sherri A. MinunnoMay 14, 2013
Kevin PhillipsFebruary 26, 2013

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.