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 February 14, 2014

Latest Moves to Raymond James

Adviser(s) Date announced
Michael Jeppson, Angie DusoMay 02, 2017
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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.

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