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 announced	October 16, 2012
Transition date	October 11, 2012

Latest Moves to Robert W. Baird & Co.

Adviser(s)	Date announced
Gerald D. Brennan, James R. Seidel, Lynn L. Kittelson	May 14, 2013
Malcolm H. Liles, William N. Liles, Sherri A. Minunno	May 14, 2013
Kevin Phillips	February 26, 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.