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
Lee Rosen, Elana Gofman, Karen Levy November 16, 2015
Nicole Primack Andres November 05, 2015
Deborah Briskin, Chris Underhill, Brian BelakOctober 27, 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.