Mark Lazar, John Bergerson, Morgan Irvin

Wasatch Capital Management

Adviser/team AUM: $265,000,000

Move Details

Firm leaving Wells Fargo Advisors
Firm joining Raymond James
Adviser(s) location

Cottonwood Heights, UT

Date November 07, 2017

Latest Moves to Raymond James

Adviser(s) Date announced
Collin Rigler, Eric MontijoJanuary 09, 2018
Phillip Pierre ClosuitJanuary 04, 2018
Dana Havens, Ryan Patterson, Delvan Mitchell Jr.January 03, 2018

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.

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