Adviser/team AUM: $98,000,000
|Firm leaving||Bank of America Merrill Lynch|
|Firm joining||Wells Fargo Advisors|
Red Bank, NJ
|Date announced||August 16, 2012|
|Transition date||July 25, 2012|
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.
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Tracey E. Flaherty, Natixis
Mary Beth Franklin, InvestmentNews
Harley Gordon, CLTC