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Private Wealth Daily
Independent Intelligence on the Private Wealth Industry
Saturday, September 12, 2026The Morning Brief →Sign in
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F.L.Putnam

In PWD coverage since September 12, 2026 · 1 story
+1Talent net · 12 months1 in · 0 out
Talent flow · 12 monthsOn the wire →
Net +1 · 1 arrivals · 0 departures
Arrivals
Joel Vrabel
Sep 5 · from Affiliate of 1251 Capital Group
Departures
None tracked.
PWD coverage
Data

174 liftouts, 16 breakaways: wealth's unit of trade is now the team

Buyers are paying one price for revenue, retention and a book that needs no rebuilding; the solo breakaway channel cleared 16 times in a month.
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