Terry Vrieze, Jayme Bresnahan, Edward Modglin, Peter Rothamel, Vincent Sturm
Successful Resource Management
Adviser/team AUM: $116,000,000
Gross annual production/TTM: $1,100,000
|Firm leaving||Broker Dealer Financial Services|
|Date announced||December 05, 2013|
|Transition date||December 02, 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.
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February 11, 2014