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Family Office Daily
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Tuesday, October 6, 2026Family Office Daily Briefing →Sign in
bank

Stifel

In PWD coverage since August 14, 2026 · 9 stories
-1Talent net · 12 months0 in · 1 out
Observed recruiting events · 12 monthsOn the wire →
Net -1 · 0 incoming events · 1 outgoing events
Arrivals
None tracked.
Departures
Michael Rose
Aug 13 · to Raymond James & Associates
PWD coverage
move

Rockefeller adds Truist's $6.2 million Piedmont Wealth Partners team in Charlotte

The $1 billion team's three principals all came to Truist through the BB&T side.
Features · Sep 30BNY Pershing retires Wove, folds it into wealth unit as Fitch lists cash-rate winners
Features · Sep 6Citi raids the private-bank C-suite
Features · Aug 28The balance sheet is the new recruiting weapon
Moves · Aug 17UBS pulls three Morgan Stanley teams in one week
Data · Aug 17Raymond James presses a two-front talent war, from advisors to custody
RIA · Aug 14Dallas surpasses New York in financial jobs share
RIA · Aug 14Veteran Duo Managing $316M Leaves Stifel for Raymond James
RIA · Aug 14LPL lands $350M veteran duo from Corebridge
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