Adviser/team AUM: $137,000,000
|Firm leaving||Morgan Stanley Wealth Management|
|Firm joining||Bank of America Merrill Lynch|
San Francisco, CA
|Date announced||February 14, 2013|
|Transition date||January 11, 2013|
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.