bank
Truist Bank
In PWD coverage since September 16, 2026 · 3 stories
1Deals on our tracker
-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
Piedmont Wealth Partners
Oct 1 · to Rockefeller Capital Management
Deal recordFull tracker →
Sep 15, 26Deal closedCIM Group · Fifth Third Bank · Flagstar Bank · Bryant Group Ventures · CIM-BGV Affordable Housing Impact Fund · $370M — coverage
PWD coverage
Moves
Rockefeller recruits Piedmont Wealth Partners, a $1B Truist team in Charlotte
Two of the three managing directors built their careers inside bank-owned brokerages; Brett T. Schmidt's record begins at BB&T Securities in 2012.