People · teams · leadership
The Moves Wire
Track advisor, team and leadership moves—with the evidence behind each event.
Updated Oct 7, 5:15 PM ET
Coverage & methodology ↗
Coverage & methodology ↗
2Distinct eventsWithin your filters
1Team moves & breakawaysEach event counted once
0Leadership changesAppointments & promotions
$1.1BReported book AUM2 of 2 events · not net flows
| Reported | Person / team | What changed | Type | Reported book | Evidence |
|---|---|---|---|---|---|
| Sep 29, 2026 | Harvest teamManaging Director, Private Wealth Advisor · Hunt Valley, MD | Harvest Investment Consultants → Verdence Capital Advisors | Advisor move | $564M | Reported1 source · Details → |
| Sep 25, 2026 | Michael MeilyLeader of Harvest Investment Consultants team · Hunt Valley, MD10 reported team members | Harvest Investment Consultants → Verdence Capital Advisors | Team move | $564M | Reported1 source · Details → |
Keep an eye on what matters
Save these filters. Choose an optional daily or weekly email for new matching events. Email delivery requires an active, confirmed subscription.
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