|Firm leaving||401(k) Advisors, Inc.|
|Firm joining||CapTrust Financial Advisors|
New York, NY
|Date||March 06, 2014|
Latest Moves to CapTrust Financial Advisors
|Peggy Whitmore||March 06, 2014|
|Jim Pierce, Jean Duffy, Andrew Shimp, Jen Eddleman||December 28, 2010|
|John A. Pickett, Jack Pratt, Roberta Kayatta||June 08, 2010|
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.
Latest news & opinion
Former CFO claims everything he did was 'appropriate' and 'correct.'
College students are helping with client prep, firm visioning and long-term projects, among other duties.
Even well-managed funds that have beaten the S&P 500’s 10.1% average annual gain have watched investors flee.
At one time, major brokerage houses ran large, expensive training programs for thousands of young brokers, and now it looks as if they are about to return to that model.
Matching defined contribution plan expected to see more money, more need for sound advice.