Andrew Cappello, Christie Roberts
Adviser/team AUM: $377,800,000
Gross annual production/TTM: $5,000,000
|Firm leaving||Morgan Stanley Smith Barney|
|Firm joining||Bank of America Merrill Lynch|
|Date announced||August 08, 2012|
|Transition date||July 13, 2012|
Latest Moves to Bank of America Merrill Lynch
|Vishal Bakshi, Jayne Finst, David A. Greene||May 29, 2013|
|Conrad K. Branson||May 23, 2013|
|Peter R. Benington, Steven C. Benington, Steven R. Cross||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.
Explore your opportunities and be informed for your next move.
Tracey E. Flaherty, Natixis
Mary Beth Franklin, InvestmentNews
Harley Gordon, CLTC