Paul Fox, Jennifer Winslow, Patrick Boykin, Janet Marquardt
Artisan Wealth Advisory Group
Adviser/team AUM: $390,000,000
|Firm leaving||Morgan Stanley Wealth Management|
|Firm joining||Harbor Investment Advisory|
|Date||August 07, 2017|
Latest Moves to Harbor Investment Advisory
|Elias Poe III, Elias Poe IV||September 29, 2017|
|Paul Fox, Jennifer Winslow, Patrick Boykin, Janet Marquardt||August 07, 2017|
|Gregory E. Paranzino||January 25, 2011|
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.
Commission accounts could be preferable for some clients, and advisers could be incentivized to move from employee broker-dealers to independent channels.
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