Kevin Robertson

Adviser/team AUM: $588,000,000

Move Details

Firm leaving Piper Jaffrey
Firm joining Bank of America Merrill Lynch
Adviser(s) location

Portland, OR

Date announced February 14, 2013
Transition date January 24, 2013

Latest Moves to Bank of America Merrill Lynch

Adviser(s) Date announced
Shawn J. GoldApril 23, 2015
Jeffrey J. TompkinsApril 06, 2015
Jon StevensApril 02, 2015

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.