People · teams · leadership
The Moves Wire
Track advisor, team and leadership moves—with the evidence behind each event.
Updated Oct 7, 2:19 PM ET
Coverage & methodology ↗
Coverage & methodology ↗
4Distinct eventsWithin your filters
1Team moves & breakawaysEach event counted once
0Leadership changesAppointments & promotions
$1.6BReported book AUM3 of 4 events · not net flows
| Reported | Person / team | What changed | Type | Reported book | Evidence |
|---|---|---|---|---|---|
| Oct 2, 2026 | Sumanth SukumarChief Technology Officer | Leaves Altruist · destination not reported | Departure | Not disclosed | Reported1 source · Details → |
| Oct 1, 2026 | Piedmont Wealth PartnersSenior Client Associate · Charlotte, NC5 reported team members | Truist Bank → Rockefeller Capital Management | Team move | $1B | Reported1 source · Details → |
| Sep 8, 2026 | M. Dylan PriceFinancial Advisor · Charlotte, NC | Truist → Merrill | Advisor move | $300M | Reported1 source · Details → |
| Sep 8, 2026 | Dylan Pricefinancial advisor · Charlotte, NC | Truist → Merrill Lynch | Advisor move | $300M | 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