Robert Steingold, Geoffrey Orbach

Adviser/team AUM: $176,800,000

Gross annual production/TTM: $1,400,000

Move Details

Firm leaving	Morgan Stanley Smith Barney
Firm joining	Bank of America Merrill Lynch
Adviser(s) location	Troy, MI
Date announced	July 25, 2012
Transition date	June 15, 2012

Latest Moves to Bank of America Merrill Lynch

Adviser(s)	Date announced
Conrad K. Branson	May 23, 2013
Peter R. Benington, Steven C. Benington, Steven R. Cross	May 23, 2013
Michael L. Dolle	May 23, 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.