David Elfenbein

Adviser/team AUM: $85,000,000

Move Details

Firm leaving UBS Financial Services
Firm joining Wells Fargo Advisors
Adviser(s) location

New York, NY

Date announced April 19, 2012
Transition date April 19, 2012
Source http://fusioninvest.com/content/professionals.php

Latest Moves to Wells Fargo Advisors

Adviser(s) Date announced
Maureen McPeek, Ralph Lynch Jr.May 23, 2013
Teresa M. Brokaw, Donald G. O'Neal, Trent J. O'NealApril 25, 2013
James P. Butler, James L. Butler, Neil ButlerApril 25, 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.