Ken Belter, Will Schaffler

The Belter Schaffler Group

Adviser/team AUM: $130,000,000

Move Details

Firm leaving Citigroup
Firm joining Robert W. Baird & Co.
Adviser(s) location

Dallas, TX

Date October 11, 2012

Latest Moves to Robert W. Baird & Co.

Adviser(s) Date announced
Margaret R. Price, Sarah K. Springer and Grant F. ShearerNovember 30, 2017
C. Gene Jester, Bert Cort Lester BennettOctober 31, 2017
Ken WilliamsSeptember 18, 2017

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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