Peter J. Walsh, Lisa J. Walsh

The Walsh Group

Adviser/team AUM: $225,000,000

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

View LinkedIn Profile

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
James L. Switzer, Eric M. CobbAugust 25, 2014
Barry SternAugust 14, 2014
Matthew Rogers, Mark Christopher NortonAugust 04, 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.