What changed

Led Shufro-Glass Group, which managed $760M, departing for Wealth Enhancement in July.

Reported / discovered

Sep 22, 2026

Effective

Not reported

New role

Team leader

Previous role

Not reported

Market

New York, NY

Reported book

$760M

Reported team size

Not disclosed

Named people

1

Reported book AUM is not a confirmed transfer. Team size may include support staff. A missing effective date means it was not established from the available evidence.

Sources & evidence

This record is supported by reporting. It has not been independently corroborated by a linked registration observation.

Record history

1 observations consolidated into one event.