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
James Elliott, Dana Wright, Gregory FrankosMarch 19, 2014
Robert L. Chess, Robert L. HawkinsJanuary 24, 2014
Terry Vrieze, Jayme Bresnahan, Edward Modglin, Peter Rothamel, Vincent SturmDecember 05, 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.

  @IN Wire

Apr 15 10:16PM
Madison Dearborn Said to Break Even in Deal After Nuveen Debacle via @BW http://t.co/eCtYCJlDjm
Apr 15 10:07PM
Playing the Emerging Markets http://t.co/Vqqc86r5bU

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