James Clarke, Philip Weyhe

Adviser/team AUM: $285,000,000

Gross annual production/TTM: $2,500,000

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Move Details

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

New York, NY

Date announced June 06, 2014
Transition date May 22, 2014

Latest Moves to Bank of America Merrill Lynch

Adviser(s) Date announced
Bob Krumholz, Becca Siegel October 01, 2015
David Sterling September 23, 2015
Brad Nettune, Trey Whipple September 11, 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.