James Wong, Matthew Barker, Justin Harris, Desiderio Rodriquez

The Sand Hill Group

Adviser/team AUM: $264,000,000

Gross annual production/TTM: $2,580,000

Move Details

Firm leaving Wells Fargo Advisors
Firm joining Morgan Stanley Wealth Management
Adviser(s) location

Menlo Park, CA

Date February 28, 2014

Latest Moves to Morgan Stanley Wealth Management

Adviser(s) Date announced
Vivian Lin, Han LinAugust 18, 2016
Ira Feld, David WeinsteinJune 01, 2016
Zachariah Zuhdi, Erich CansecoJune 01, 2016

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.