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
Christopher J. CoburnSeptember 04, 2014
James W. McGuireSeptember 04, 2014
Michael J. GegenJune 20, 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.