custodian
Charles Schwab Corporation
In PWD coverage since September 30, 2026 · 1 story
-5Talent net · 12 months2 in · 7 out
Talent flow · 12 monthsOn the wire →
Net -5 · 2 arrivals · 7 departures
Departures
Bernie Clark
Sep 26 · destination pending
Naureen Hassan
Sep 26 · to UBS
Peter Crawford
Sep 26 · destination pending
Joe Martinetto
Sep 26 · destination pending
Greg Bruce
Aug 14 · to Raymond James
Elyn Davis
Aug 14 · to Raymond James
PWD coverage
RIA
Fitch says higher rates stand to lift wealth manager cash earnings
The September 29 report assesses Schwab, LPL Financial, Raymond James, Ameriprise and Stifel, and flags higher deposit costs and cash sorting as offsets to the spread.