DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Advisor moves

Departures from Lord, Abbett & Co. LLC

A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.

AdvisorFromToTypeLeftRegistered
Dominick Allen McpeakeLord, Abbett & Co. LLC asset managerRockefeller Capital Management BD affiliatedOtherSep 10, 2026Sep 8, 2026
Stephen Bartholomew LuethiLord, Abbett & Co. LLC asset managerPgim Investments LLC asset managerOtherJul 22, 2026Aug 17, 2026
Mckenna Marie NolanLord, Abbett & Co. LLC asset managerEdward Jones national BDOtherJul 7, 2026Aug 3, 2026
Anthony CanforaLord, Abbett & Co. LLC asset managerHartford Funds asset managerOtherJul 1, 2026Jun 24, 2026
Olivia SongLord, Abbett & Co. LLC asset managerAlliancebernstein L.P. otherOtherApr 13, 2026Apr 14, 2026
Trey Michael ZgombicLord, Abbett & Co. LLC asset managerNeuberger Berman Bd LLC no RAUMOtherApr 1, 2026Apr 9, 2026
Timothy CopeckLord, Abbett & Co. LLC asset managerNew York Life Investment Management LLC asset managerOtherMar 3, 2026Mar 5, 2026
Timothy Ryan OdonovanLord, Abbett & Co. LLC asset managerNeuberger Berman Bd LLC no RAUMOtherFeb 13, 2026Feb 10, 2026
Megan Elizabeth VoetschLord, Abbett & Co. LLC asset managerCohen & Steers Capital Management Inc. asset managerOtherFeb 13, 2026Jul 30, 2026 (167 d)
Sean GermanLord, Abbett & Co. LLC asset managerWells Fargo Advisors wirehouseOtherJan 29, 2026Jan 30, 2026
Michael Joseph ConwayLord, Abbett & Co. LLC asset managerNeuberger Berman Bd LLC no RAUMOtherJan 29, 2026Feb 4, 2026
Lauren CoronaLord, Abbett & Co. LLC asset managerBny Mellon Securities Corporation otherOtherJan 22, 2026Jan 23, 2026
Oliver Wickham IrwinLord, Abbett & Co. LLC asset managerGotham Asset Management, LLC mixed wealthOtherDec 22, 2025Jan 7, 2026
Summer G WeissLord, Abbett & Co. LLC asset managerBelle Haven Investments, L.P. independent RIAOtherOct 21, 2025Jan 2, 2026 (73 d)
Michael A SurbrugLord, Abbett & Co. LLC asset managerAdvisors Capital Management, LLC independent RIAOtherSep 26, 2025Sep 17, 2025
Christian Zachery ReinauerLord, Abbett & Co. LLC asset managerNeuberger Berman Bd LLC no RAUMOtherSep 26, 2025Sep 17, 2025
Timothy Flynn PoulinLord, Abbett & Co. LLC asset managerEdward Jones national BDOtherAug 18, 2025Aug 15, 2025
Matthew EisenbergLord, Abbett & Co. LLC asset managerT. Rowe Price Associates, Inc. asset managerOtherAug 13, 2025Jan 30, 2026 (170 d)
Dakotah HyslopLord, Abbett & Co. LLC asset managerCitigroup Global Markets Inc. BD affiliatedOtherAug 13, 2025Aug 27, 2025
Michael Steven StrizakLord, Abbett & Co. LLC asset managerFirst Trust Advisors LP asset managerOtherJun 30, 2025Jul 2, 2025
Samantha Ann CrankLord, Abbett & Co. LLC asset managerArete Wealth Advisors, LLC BD affiliatedOtherJun 30, 2025Jul 10, 2025
Ryan KubieLord, Abbett & Co. LLC asset managerWells Fargo Advisors wirehouseOtherJun 10, 2025Jun 10, 2025
Lindsay Christine ArdisLord, Abbett & Co. LLC asset managerColumbia Management Investment Advisers, LLC asset managerOtherJun 10, 2025Jun 23, 2025
Lauren Elizabeth GayLord, Abbett & Co. LLC asset managerColumbia Management Investment Advisers, LLC asset managerOtherApr 21, 2025May 7, 2025
Jennifer Rose HayesLord, Abbett & Co. LLC asset managerCapital Client Group, Inc. no RAUMOtherMar 4, 2025Mar 13, 2025
Jordan A LairdLord, Abbett & Co. LLC asset managerT. Rowe Price Associates, Inc. asset managerOtherFeb 4, 2025Feb 18, 2025
Cameron EmmottLord, Abbett & Co. LLC asset managerPalmer Square Capital Management LLC asset managerOtherOct 4, 2024Oct 23, 2024
Michael Joseph VitaleLord, Abbett & Co. LLC asset managerBlackrock Investment Management, LLC otherOtherSep 25, 2024Nov 1, 2024 (37 d)
Elena R. StanleyLord, Abbett & Co. LLC asset managerMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherSep 17, 2024Mar 5, 2025 (169 d)
Savannah Green BahnmullerLord, Abbett & Co. LLC asset managerEdward Jones national BDOtherApr 30, 2024May 6, 2024
Alison Mabel SeverinoLord, Abbett & Co. LLC asset managerVirtus Investment Advisers, LLC asset managerOtherApr 30, 2024May 19, 2025 (384 d)
Harrison BoguszLord, Abbett & Co. LLC asset managerCalamos Advisors LLC asset managerOtherMar 26, 2024Dec 17, 2024 (266 d)
James David KelinLord, Abbett & Co. LLC asset managerArete Wealth Advisors, LLC BD affiliatedOtherFeb 28, 2024Mar 6, 2024
Eric Michael SzendreyLord, Abbett & Co. LLC asset managerFirst Trust Advisors LP asset managerOtherJan 29, 2024Feb 1, 2024
Dylan DeansLord, Abbett & Co. LLC asset managerA.G.P / Alliance Global Partners independent RIAOtherJan 18, 2024May 21, 2026 (854 d)
Nayali QuezadaLord, Abbett & Co. LLC asset managerHsbc Securities (USA) Inc. BD affiliatedOtherAug 21, 2023Aug 31, 2023
Nicole Marie DeluiseLord, Abbett & Co. LLC asset managerNuveen Asset Management, LLC otherOtherAug 17, 2023Aug 21, 2023
William John KluberLord, Abbett & Co. LLC asset managerDimensional Fund Advisors LP asset managerOtherAug 4, 2023Aug 29, 2023
Ethan Bennett MillerLord, Abbett & Co. LLC asset managerBlackrock Investment Management, LLC otherOtherAug 4, 2023Jan 23, 2024 (172 d)
Samuel Thomas WehmeyerLord, Abbett & Co. LLC asset managerDimensional Fund Advisors LP asset managerOtherJul 31, 2023Oct 4, 2023 (65 d)
Jason Christopher AcabLord, Abbett & Co. LLC asset managerBlackrock Investment Management, LLC otherOtherMay 31, 2023Apr 7, 2025 (677 d)
Andrew BestwickLord, Abbett & Co. LLC asset managerNeuberger Berman Bd LLC no RAUMOtherMay 31, 2023Jul 10, 2026 (1136 d)
Jeffrey Brent PickeringLord, Abbett & Co. LLC asset managerDimensional Fund Advisors LP asset managerOtherMay 9, 2023Jun 2, 2023
Joseph Edward DunckerLord, Abbett & Co. LLC asset managerNuveen Asset Management, LLC otherOtherFeb 14, 2023Mar 28, 2023 (42 d)
Richard John DerosaLord, Abbett & Co. LLC asset managerFirst Trust Advisors LP asset managerOtherJan 19, 2023Nov 4, 2022
Ryan Michael GouldingLord, Abbett & Co. LLC asset managerFirst Trust Advisors LP asset managerOtherSep 13, 2022Sep 23, 2022
Jake TripuckaLord, Abbett & Co. LLC asset managerNeuberger Berman Bd LLC no RAUMOtherJul 20, 2022Aug 8, 2022
Cameron MitchellLord, Abbett & Co. LLC asset managerEdward Jones national BDOtherJul 7, 2022Jul 20, 2022
Franki Ann BartoliLord, Abbett & Co. LLC asset managerNuveen Asset Management, LLC otherOtherJun 30, 2022Jul 11, 2022
Brent William CroonquistLord, Abbett & Co. LLC asset managerJanney Montgomery Scott LLC BD affiliatedOtherMay 10, 2022May 2, 2022
Brian Patrick RoachLord, Abbett & Co. LLC asset managerBlackrock Investment Management, LLC otherOtherMay 5, 2022May 31, 2022
Stanley M DomanskiLord, Abbett & Co. LLC asset managerInvesco Advisers, Inc. asset managerOtherApr 5, 2022Apr 8, 2022
Mark E. DonovanLord, Abbett & Co. LLC asset managerPgim Investments LLC asset managerOtherDec 20, 2021Jan 11, 2022
Nicole DimassaLord, Abbett & Co. LLC asset managerCohen & Steers Capital Management Inc. asset managerOtherNov 8, 2021May 22, 2023 (560 d)
Patrick Joseph CareyLord, Abbett & Co. LLC asset managerFisher Investments independent RIAOtherNov 8, 2021Nov 18, 2021
Christopher FunkeyLord, Abbett & Co. LLC asset managerNomura Investment Management Business Trust otherOtherOct 20, 2021Nov 11, 2021
Jeffrey KinbergLord, Abbett & Co. LLC asset managerAmundi Asset Management US, Inc. asset managerOtherOct 7, 2021Dec 23, 2021 (77 d)
Connor Shevlin CunninghamLord, Abbett & Co. LLC asset managerDimensional Fund Advisors LP asset managerOtherSep 14, 2021May 10, 2022 (238 d)
Julia Hyland FoxLord, Abbett & Co. LLC asset managerJ.P. Morgan Securities LLC wirehouseOtherJul 2, 2021Jun 16, 2023 (714 d)
Frank Eugenio CastellviLord, Abbett & Co. LLC asset managerAscensus Investment Advisors, LLC institutionalOtherJun 4, 2021Jun 16, 2021
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251 moves match.