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 February 15, 2013

Latest Moves to Robert W. Baird & Co.

Adviser(s) Date announced
C. Gene Jester, Bert Cort Lester BennettOctober 31, 2017
Ken WilliamsSeptember 18, 2017
Thomas Marchal September 18, 2017

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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