Robert L. Chess, Robert L. Hawkins

Estate Solution Planners

Adviser/team AUM: $150,000,000

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

View LinkedIn Profile

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
Anthony Untersee, Charles ProuteyAugust 25, 2014
Ian JamesAugust 25, 2014
Jerome WallJuly 28, 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.