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Interval Fund Daily
The Daily Read on Semi-Liquid Funds
Wednesday, October 7, 2026The Morning Brief →Sign in
wealth team

The Henry team

$355MBook of businessas reported in coverage
2Advisors
Ann Arbor, MIMarket
1Moves on our record
The lineage
until Sep 24, 2026PRIORStifel, Nicolaus & Co.
Sep 24, 2026CURRENTWells Fargo Advisors
Sep 23, 2026team liftoutStifel, Nicolaus & Co. → Wells Fargo Advisors

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