Russ Guard & Jacob Duffy

Adviser/team AUM $150,000,000
Firm joining Robert W. Baird & Co.
Firm leaving Morgan Stanley
Adviser(s) location Boca Raton, FL
Date March 28, 2010

Latest Moves to Robert W. Baird & Co.

Adviser(s) Date
Brad Pease March 28, 2010
David BurchfieldMarch 28, 2010
Eric Dahl, Tim PenniseMarch 28, 2010

Disclaimer: All data and information is the property of InvestmentNews LLC and is protected by copyright and other intellectual property laws. All rights are reserved by InvestmentNews LLC. Data may only be viewed on and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.


Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting It'll help us continue to serve you.

Yes, show me how to whitelist

Ad blocker detected. Please whitelist us or give premium a try.