William Norris, Shawn Smith

The Smith Norris Group

Adviser/team AUM: $640,000,000

Move Details

Firm leaving Charles Schwab
Firm joining Robert W. Baird & Co.
Adviser(s) location

Boulder, CO

Date announced April 11, 2012
Transition date October 04, 2011
Source Robert W. Baird & Co.

Latest Moves to Robert W. Baird & Co.

Adviser(s) Date announced
Joseph H. McAuley, Jr.April 14, 2014
Francis RocheMarch 18, 2014
Frederick Gollier, Michael Henning, Christopher WatersFebruary 10, 2014

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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