Jospeh A. Lipe, John B. Lipe
Adviser/team AUM: $250,000,000
|Firm leaving||Morgan Stanley Wealth Management|
|Firm joining||Robert W. Baird & Co.|
|Date announced||February 26, 2013|
|Transition date||February 15, 2013|
Latest Moves to Robert W. Baird & Co.
|Frederick Gollier, Michael Henning, Christopher Waters||February 10, 2014|
|Lawrence I. Magid||February 10, 2014|
|Kevin J. Cross||December 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.
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Mary Beth Franklin, InvestmentNews