A Daily Network publication
Explore the network
The Daily NetworkAbout the network →
Private Wealth DailyPrivate wealthDigital Capital DailyDigital assetsESG Capital DailySustainable capitalETF DailyETFsETF Pro AIThe fund terminalInsurance Capital DailyInsurance capitalInterval Fund DailyYou’re reading this editionPrivate Credit DailyPrivate creditPrivate Infrastructure DailyInfrastructurePrivate Real Estate DailyReal estateRetirement Capital DailyRetirement assetsSecondaries DailySecondariesWealth Advisor Daily
Interval Fund Daily
The Daily Read on Semi-Liquid Funds
Thursday, October 1, 2026The Morning Brief →Sign in
firm

Ascend Advisory Group (Wells Fargo FiNet)

-9Talent net · 12 months4 in · 13 out
Talent flow · 12 monthsOn the wire →
Net -9 · 4 arrivals · 13 departures
Arrivals
Jeffrey S. Cullman
Sep 30 · from UBS Wealth Management USA
James Taylor
Aug 27 · from Morgan Stanley
Gianluca Palermo
Aug 27 · from Bank of America Corp.
Barry Sommers
Aug 27 · from JPMorgan Chase & Co.
Departures
Patrick C. Rowland
Sep 26 · to &Partners
Jeff Chanin
Sep 23 · to Merrill
Harry Drozdowski
Sep 18 · to Sanctuary Wealth
Ronnie Murad
Sep 8 · to Merrill Lynch
Ronald A. Murad
Sep 8 · to Merrill
Jason Eckerman
Aug 30 · to &Partners

No published coverage yet.

Every weekday · 6:30 a.m. ET

The Morning Brief

The latest from Interval Fund Daily, in your inbox every weekday. Free.