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

Move Details

Firm leaving Broker Dealer Financial Services
Firm joining Investacorp
Adviser(s) location

Urbandale, IA

Date announced December 05, 2013
Transition date December 02, 2013

Latest Moves to Investacorp

Adviser(s) Date announced
Ruben Rodriguez, Nelson OrtizMarch 18, 2015
Steven LeachFebruary 09, 2015
Gwen GarrisonDecember 08, 2014

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.