Jeffrey S. Vogel, Ruth Berger

RJ Wealth Management

Adviser/team AUM: $300,000,000

Move Details

Firm leaving Bank of America Merrill Lynch
Firm joining Hightower Advisors
Adviser(s) location

New York, NY

Date announced February 24, 2014
Transition date February 21, 2014

Latest Moves to Hightower Advisors

Adviser(s) Date announced
Jason Ezzell, Alec FisherMay 27, 2014
Joel J. Guth, Catherine E. Cory, Angelo Manzo Jr., Judy L. RoseberryMay 06, 2014
John Morgan, Brian Sabo, Jason Edelson April 28, 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.