Eight advisers who managed $2.9 billion at Baird have joined the employee channel of Raymond James in Reston, Virginia.
Simon Hamilton, Gregory Smith, David Mount, Ann Summerson, Chase Hinderstein, Matthew Anderson, Chris Aime and Nicholas Sorden, who operate as The Wise Investor Group of Raymond James, made the move, Raymond James said in a press release Tuesday.
Alongside the financial advisors are portfolio analysts Edward Holton, Kevin Haddon and Vasilios Rajendra; sales associates Matias Rodlauer, Heather Phelps, Angie Miller and Abel Chavez Lopez; and branch operations specialists Tamara Burkhalter and Brendan Hamill.
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From direct lending to asset-based finance to commercial real estate debt.
