Adviser/team AUM: $390,000,000
|Firm leaving||Wells Fargo Advisors|
|Firm joining||Robert W. Baird & Co.|
|Date announced||April 11, 2012|
|Transition date||July 18, 2011|
|Source||Robert W. Baird & Co.|
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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Liz Ann SondersChief Investment Strategist, Charles Schwab Corp.
Dorothy Weaver Founder & CEO, Collins Capital