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. Kittelson | May 14, 2013 |
| Malcolm H. Liles, William N. Liles, Sherri A. Minunno | May 14, 2013 |
| Kevin Phillips | February 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.
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