People · teams · leadership
The Moves Wire
Track advisor, team and leadership moves—with the evidence behind each event.
Updated Oct 7, 3:07 PM ET
Coverage & methodology ↗
Coverage & methodology ↗
4Distinct eventsWithin your filters
1Team moves & breakawaysEach event counted once
1Leadership changesAppointments & promotions
$5BReported book AUM2 of 4 events · not net flows
| Reported | Person / team | What changed | Type | Reported book | Evidence |
|---|---|---|---|---|---|
| Sep 23, 2026 | Damon CouchAdvisor · La Jolla, CA | Bank of America Private Bank → RBC Wealth Management | Advisor move | Not disclosed | Reported2 sources · Details → |
| Sep 23, 2026 | Lisa BehunFinancial Advisor and Managing Director · La Jolla, CA2 reported team members | Bank of America Private Bank → RBC Wealth Management | Team move | $2B | Reported2 sources · Details → |
| Sep 11, 2026 | Chris BiottiHead of Private Bank, North America | Bank of America → Citi Private Bank | Executive appointment | Not disclosed | Reported1 source · Details → |
| Sep 11, 2026 | Teresa RadzinskiPrivate client and institutional advisor · Jacksonville, FL | Bank of America Private Bank → Citi Private Bank | Advisor move | $3B | Reported2 sources · Details → |
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Sign in to save a view →One event can have several supporting reports. Reported book sizes describe disclosed practices and do not establish assets transferred. Unknown values are not zero. Coverage reflects monitored sources, not every industry move. Read the methodology · Explore the Team Ledger