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The Daily Read on Semi-Liquid Funds
Thursday, October 1, 2026The Morning Brief →Sign in
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Wells Fargo Advisors Financial Network (Ascend Advisory Group)

-6Talent net · 12 months11 in · 17 out
Talent flow · 12 monthsOn the wire →
Net -6 · 11 arrivals · 17 departures
Arrivals
Jeff Cullman
Sep 30 · from UBS
Robert Henry
Sep 23 · from Stifel, Nicolaus & Co.
Steven Cottillion
Sep 10 · from Merrill Lynch
Max Ortiz
Sep 10 · from First Citizens Investor Services
Darron L. Carpenter
Sep 10 · from Citizens Securities
James Taylor
Aug 27 · from Morgan Stanley
Departures
Patrick C. Rowland
Sep 26 · to &Partners
Patrick Rowland
Sep 24 · to &Partners
Bill Wagner
Sep 24 · to LPL Financial
Jeff Chanin
Sep 23 · to Merrill
Harry Drozdowski
Sep 18 · to Sanctuary Wealth
Ronnie Murad
Sep 8 · to Merrill Lynch

No published coverage yet.

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