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 announced February 28, 2014
Transition date February 28, 2014

Latest Moves to Morgan Stanley Wealth Management

Adviser(s) Date announced
Richard Zinman, Anthony Dertouzos, John MorenoNovember 23, 2015
William Goettert, John EntenbergAugust 14, 2015
Louis GreifAugust 03, 2015

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.