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Jospeh A. Lipe, John B. Lipe

Adviser/team AUM: $250,000,000

Move Details

Firm leaving Morgan Stanley Smith Barney
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
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Malcolm H. Liles, William N. Liles, Sherri A. MinunnoMay 14, 2013
Kevin PhillipsFebruary 26, 2013

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