Gary K. Dorfman, Timothy S. Morton-Smith, Andrew H. Winchester
Adviser/team AUM: $175,000,000
|Firm leaving||Pacific Pointe Advisors|
|Firm joining||Beacon Pointe Wealth Advisors|
Santa Barbara, CA
|Date announced||September 10, 2013|
|Transition date||September 09, 2013|
Latest Moves to Beacon Pointe Wealth Advisors
|Gary K. Dorfman, Timothy S. Morton-Smith, Andrew H. Winchester||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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