Jeff Schottenstein, Stuart Wechsler

Adviser/team AUM: $1,500,000,000

Gross annual production/TTM: $11,000,000

Move Details

Firm leaving Bank of America Merrill Lynch
Firm joining First Republic Securities
Adviser(s) location

San Francisco, CA

Date January 05, 2018

Latest Moves to First Republic Securities

Adviser(s) Date announced
Jeff Schottenstein, Stuart WechslerJanuary 05, 2018
Okita SeviNovember 03, 2017
Jeff Sherman, Arthur KarabelasNovember 02, 2017

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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