Peter J. Walsh, Lisa J. Walsh

The Walsh Group

Adviser/team AUM: $225,000,000

Gross annual production/TTM: $2,000,000

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Move Details

Firm leaving Morgan Stanley Wealth Management
Firm joining Raymond James
Adviser(s) location

Buffalo , NY

Date announced February 20, 2014
Transition date February 14, 2014

Latest Moves to Raymond James

Adviser(s) Date announced
Luigi MazzaJanuary 22, 2015
Joel P. FeldmanJanuary 15, 2015
Patrick Yates, Carole Yates, Donna CalkinJanuary 12, 2015

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.