Veteran Advisor With $100M AUM Jumps to Lebenthal
A wealth manager with 30 years of experience left Citigroup Global Markets to join the year-old Lebenthal Wealth Advisors as a producing branch manager.
More in Career Moves
Two advisors left Barclays to join regional bank First Republic. more »
Two advisors left Wells Fargo to join Stifel. more »
An advisor managing more than $188 million in client assets joined Raymond James & Associates. more »
The firm hired the former CEO of Source Capital Group as a regional manager. more »
Bill Gross said he was fired from Pimco, the first time he's publicly confirmed that he was dismissed from the firm he co-founded in 1971. more »
Raymond James lured away a UBS advisor managing more than $120 million in assets. more »
An Edward Jones advisor managing more than $114 million in client assets joined the Raymond James independent channel. more »
Stifel Nicolaus lured away a 36-year veteran advisor from RBC. more »
A former BNY Mellon advisor that managed $850 million in client assets has formed an RIA affiliated with Raymond James' independent RIA channel. more »
The elite team left Merrill Lynch for Morgan's ultrawealthy consulting group. The mega move comes on the heels of the firm's data breach. more »
The new recruits come from Morgan Stanley and UBS. more »
The fast-growing, private wealth management firm has partnered with a new team, TC Wealth Management. more »
The firm recruits a team with advisors from Wells Fargo and JP Morgan. more »
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