Jospeh A. Lipe, John B. Lipe

Adviser/team AUM: $250,000,000

Move Details

Firm leaving Morgan Stanley Wealth Management
Firm joining Robert W. Baird & Co.
Adviser(s) location

Charlotte, NC

Date announced February 26, 2013
Transition date February 15, 2013

Latest Moves to Robert W. Baird & Co.

Adviser(s) Date announced
Joseph H. McAuley, Jr.April 14, 2014
Francis RocheMarch 18, 2014
Frederick Gollier, Michael Henning, Christopher WatersFebruary 10, 2014

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