Robert A. Bezzone, Joseph Marotta
Adviser/team AUM: $139,000,000
Gross annual production/TTM: $1,300,000
|Firm leaving||Wells Fargo Advisors|
|Firm joining||Bank of America Merrill Lynch|
Florham Park, NJ
|Date announced||September 05, 2013|
|Transition date||August 23, 2013|
Latest Moves to Bank of America Merrill Lynch
|Kendall Cotten||November 13, 2013|
|Stephen Ruvituso, Lee Konopka, Robert Matluck, Todd Stankiewicz||October 03, 2013|
|John Molkentin, Denise Chin Quee||September 10, 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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Liz Ann SondersChief Investment Strategist, Charles Schwab Corp.
Dorothy Weaver Founder & CEO, Collins Capital