Patricia Glass, Walter Varian
Gross annual production/TTM: $1,000,000
|Firm leaving||Credit Suisse Wealth Services|
|Firm joining||Morgan Stanley Wealth Management|
New York, NY
|Date announced||May 21, 2012|
|Transition date||May 21, 2012|
Latest Moves to Morgan Stanley Wealth Management
|Albert Fox, Edward Penberthy, Joseph Dehn||March 27, 2014|
|David Behar||March 27, 2014|
|James Wong, Matthew Barker, Justin Harris, Desiderio Rodriquez||March 03, 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.
- Cybersecurity gets the SEC's attention as agency plans to query advisers on safeguards
- After big TIAA-CREF-Nuveen deal, boomlet predicted in fund manager mergers
- Does Vanguard pose a threat to advisers?
- Look beyond financial planning schools to find the next superstar
- Under Finra proposal, brokerages will be forced to conduct background checks on new brokers
Explore your opportunities and be informed for your next move.
February 11, 2014
Ugo W. Egbunike Dir. Of Business Development, ETF.com Greg Crawford Deputy Editor, InvestmentNews