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
Margaret M. TowleDecember 19, 2014
Mario FrattoDecember 10, 2014
Heath McGallion, Christopher Davis, Stan Davis, Hugh Hawkins December 10, 2014

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.