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Sunday, August 23, 2026The Morning Brief →Sign in
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Citi Wealth

In PWD coverage since August 18, 2026 · 4 stories
+6Talent net · 12 months6 in · 0 out
Talent flow · 12 monthsOn the wire →
Net +6 · 6 arrivals · 0 departures
Alex Kokolis
Aug 20 · exec change
Adam Clark
Aug 18 · exec change
Adam Clark
Oct 31 · exec change
Arrivals
Alex Kokolis
Sep 7 · from MSCI
Rob Lunn
Aug 21 · from Morgan Stanley
Matt Newnham
Aug 21
Matt Newnham
Aug 14
Adam Clark
Aug 14 · from JP Morgan
Michael Yannell
Aug 14
Departures
None tracked.
PWD coverage
The Close

The platform talent war moves upstairs

Citi's same-day haul from MSCI, Morgan Stanley, and J.P. Morgan, plus Orion's reshuffle and Cetera's capture of Fidelity's Ed O'Brien, pushes platform leadership to the center of the distribution war.
Moves · Aug 21Citi taps MSCI's Kokolis to head platform experience
Features · Aug 19Wealth's talent war moves to the C-suite
Moves · Aug 18Citi Wealth hires J.P. Morgan trusts chief for global planning role
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