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
Eric de Goldsmith-Rothschild September 30, 2014
Kenneth Compton, Susan Buchanon, Carl Salvato, Aileen AquiAugust 29, 2014
Robert A. ClaysonAugust 29, 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.