The 10 Biggest Adviser Moves of 2013
Posted on January 9th, 2014 at 2:30 PM
From the Desk of Jim Eccleston at Eccleston Law Offices:
- John F. Rasweiler, with assets under management of $4.8 billion and gross annual production of $10 million left Morgan Stanley Wealth Management and moved to UBS Financial Services.
- The team of Mark Binder, Craig Chiate, Glenn Oratz and Scott Brown, with assets under management of $3.1 billion left Bank of America Merrill Lynch and moved to UBS Financial Services.
- Elaina S. Spilove, with assets under management of $2.5 billion and with gross annual production of $1.2 million left Morgan Stanley Wealth Management and moved to UBS Financial Services.
- Craig French, with assets under management of $2.4 billion left Lasair Capital and moved to WBI Investment.
- The team of Scott Siegel, Mehmet Kirdar, Michael O'Hara and Joseph Carmody, with assets under management of $1.5 billion and gross annual production of $6.1 million left JP Morgan Chase & Co. and UBS Financial Services and moved to Morgan Stanley Wealth Management
- Kenneth G. Ingham, with assets under management of $1.5 billion left Sentinel Securities Inc. and moved to LPL Financial.
- Savage and Associates, with assets under management of $1.4 billion left Walnut Street Securities and moved to Royal Alliance.
- Frank Esposito and Matthew Green, with assets under management of $1.2 billion left JP Morgan Chase & Co. and moved to UBS Financial Services.
- Eric Zeitlin, Todd Moll, Lee Hediger and Scott Montgomery, with assets under management of $1 billion and gross annual production of $5.4 million left Walnut Street Securities and moved to Raymond James.
- Ira H. Mark and Michael Berger, with assets under management of $1 billion and gross annual production of $5 million left Morgan Stanley Wealth Management and moved to RBC Wealth Management.
The attorneys of Eccleston Law Offices represent investors and advisers nationwide in securities and employment matters. Our attorneys draw on a combined experience of nearly 50 years in delivering the highest quality legal services.
Related Attorneys: James J. Eccleston