Adviser/team AUM: $205,000,000
Gross annual production/TTM: $1,450,000
|Firm leaving||Chase Investment Services|
|Firm joining||Morgan Stanley Wealth Management|
Bloomfield Hills, MI
|Date announced||November 06, 2012|
|Transition date||November 01, 2012|
Latest Moves to Morgan Stanley Wealth Management
|Albert Fox, Edward Penberthy, Joseph Dehn||March 27, 2014|
|David Behar||March 27, 2014|
|James Wong, Matthew Barker, Justin Harris, Desiderio Rodriquez||March 03, 2014|
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.
- Cybersecurity gets the SEC's attention as agency plans to query advisers on safeguards
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- Look beyond financial planning schools to find the next superstar
- Does Vanguard pose a threat to advisers?
Explore your opportunities and be informed for your next move.
February 11, 2014
Ugo W. Egbunike Dir. Of Business Development, ETF.com Greg Crawford Deputy Editor, InvestmentNews