other
Citizen Mint
In PWD coverage since August 24, 2026 · 1 story
+4Talent net · 12 months4 in · 0 out
Talent flow · 12 monthsOn the wire →
Net +4 · 4 arrivals · 0 departures
Arrivals
Rob Lunn
Aug 21 · from Morgan Stanley
Matt Newnham
Aug 14
Michael Yannell
Aug 14
Adam Clark
Aug 14 · from JP Morgan
Departures
None tracked.
PWD coverage
practice
Alts tools move into the everyday advisor workflow
Luma's platform updates push alternative investing into the tools advisors already use, and the rest of the month's releases follow.