DFX Intelligence
Advisor moves
Arrivals at Whittier Advisors, 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Matthew Scott Albrecht | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Whittier Advisors, LLC asset manager | Other | Dec 8, 2025 | Jan 14, 2026 (37 d) |
| Christopher Bouffier | Morgan Stanley wirehouse | Whittier Advisors, LLC asset manager | Other | Apr 17, 2025 | May 22, 2025 (35 d) |
| Joseph Anthony Puritt | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Whittier Advisors, LLC asset manager | Other | Jan 19, 2024 | Nov 5, 2025 (656 d) |
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3 moves match.