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The Daily Read on Semi-Liquid Funds
Sunday, August 23, 2026The Morning Brief →Sign in
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Wells Fargo Advisors FiNet

In PWD coverage since August 22, 2026 · 2 stories
+2Talent net · 12 months6 in · 4 out
Talent flow · 12 monthsOn the wire →
Net +2 · 6 arrivals · 4 departures
Arrivals
Gabriel Armancas
Aug 21 · from Ameriprise
Frederick Spagnola
Aug 21 · from UBS
Ted Hamstra
Aug 21 · from William Blair
Nathan Matthews
Aug 21 · from UBS
Elijah Brown
Aug 21 · from J.P. Morgan
Departures
Abby Stancik
Aug 14 · to Raymond James & Associates
Julie Sabransky
Aug 14 · to Raymond James & Associates
Unnamed advisor
Aug 14 · to Raymond James
Patrick Larkin
Aug 14 · to Oak Hill Wealth Advisors
PWD coverage
Moves

Wells Fargo FiNet lands $1B Truist team inside Merritt Point

A seven-person team leaves Truist for an existing FiNet practice, the latest sign that the independent channel is now the consolidation vehicle.
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