Adviser/team AUM: $105,000,000
|Firm leaving||Wells Fargo Advisors|
|Firm joining||Robert W. Baird & Co.|
Lake Norman, NC
|Date announced||February 26, 2013|
|Transition date||February 15, 2013|
Latest Moves to Robert W. Baird & Co.
|Paul J. Donnelly||May 28, 2013|
|Gerald D. Brennan, James R. Seidel, Lynn L. Kittelson||May 14, 2013|
|Malcolm H. Liles, William N. Liles, Sherri A. Minunno||May 14, 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.
Explore your opportunities and be informed for your next move.
Tracey E. Flaherty, Natixis
Mary Beth Franklin, InvestmentNews
Harley Gordon, CLTC