People · teams · leadership
The Moves Wire
Track advisor, team and leadership moves—with the evidence behind each event.
Updated Oct 7, 7:07 PM ET
Coverage & methodology ↗
Coverage & methodology ↗
5Distinct eventsWithin your filters
0Team moves & breakawaysEach event counted once
0Leadership changesAppointments & promotions
Not disclosedReported book AUM0 of 5 events · not net flows
| Reported | Person / team | What changed | Type | Reported book | Evidence |
|---|---|---|---|---|---|
| Sep 8, 2026 | Christina Duffyfiduciary advisor and managing director · Northern New Jersey | Beacon Trust → Glenmede | Advisor move | Not disclosed | Reported1 source · Details → |
| Sep 8, 2026 | Michael Novakfiduciary advisor and managing director · Cleveland, OH | Northern Trust → Glenmede | Advisor move | Not disclosed | Reported1 source · Details → |
| Sep 8, 2026 | Jack Glendinginvestment advisor and vice president | Joins Glenmede | Advisor move | Not disclosed | Reported1 source · Details → |
| Sep 8, 2026 | Louis Portainvestment advisor and managing director · New York, NY | Wilmington Trust → Glenmede | Advisor move | Not disclosed | Reported1 source · Details → |
| Sep 8, 2026 | Steven Kaczynski Jr.investment advisor and managing director · Pittsburgh, PA | PNC → Glenmede | Advisor move | Not disclosed | Reported1 source · 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