Jeffrey Lynn Burgess

Adviser/team AUM $25,000,000
Firm joining Purshe Kaplan Sterling Investments
Firm leaving FTB Advisors, Inc.
Adviser(s) location Albany, NY
Date November 15, 2018

Latest Moves to Purshe Kaplan Sterling Investments

Adviser(s) Date
Cheri Anne YoungNovember 15, 2018
Brennan Ambrose GmeinerNovember 15, 2018
Glenn Richmond RoyalNovember 15, 2018

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