Adviser/team AUM: $45,000,000
Gross annual production/TTM: $400,000
|Firm leaving||Lincoln Financial|
West Palm Beach, FL
|Date announced||December 02, 2013|
|Transition date||November 29, 2013|
Latest Moves to Investacorp
|Robert L. Chess, Robert L. Hawkins||January 24, 2014|
|Terry Vrieze, Jayme Bresnahan, Edward Modglin, Peter Rothamel, Vincent Sturm||December 05, 2013|
|Garth Ivey||December 02, 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.
Mary Beth Franklin, InvestmentNews