Robert L. Chess, Robert L. Hawkins

Estate Solution Planners

Adviser/team AUM: $150,000,000

Gross annual production/TTM: $1,700,000

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Move Details

Firm leaving Invest Financial
Firm joining Investacorp
Adviser(s) location

Erie, PA

Date announced January 24, 2014
Transition date January 23, 2014

Latest Moves to Investacorp

Adviser(s) Date announced
Jerome WallJuly 28, 2014
David CloggJune 25, 2014
James Elliott, Dana Wright, Gregory FrankosMarch 19, 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.