Curt Whipple

Adviser/team AUM: $120,000,000

Gross annual production/TTM: $1,200,000

Move Details

Firm leaving Investacorp
Firm joining Kalos Capital
Adviser(s) location

Plymouth, MI

Date announced December 05, 2012
Transition date November 09, 2012

Latest Moves to Kalos Capital

Adviser(s) Date announced
Peter Benson, Jonathan S. MaxsonJanuary 24, 2014
Steven M. NetzelJanuary 24, 2014
Fred Baerenz, James Ortlip, David SweatJune 17, 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.