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Team move

Shufro-Glass Group

Shufro Rose & Co. → Wealth Enhancement

Reported

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

WealthManagement.com ↗Sep 22, 2026 · Reporting

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.

Oct 2, 2026Source evidence reconciled
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