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Friday, August 28, 2026The Morning Brief →Sign in
bank

First Citizens Bank

In PWD coverage since August 28, 2026 · 1 story
1Deals on our tracker
+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
Adam Clark
Aug 14 · from JP Morgan
Departures
None tracked.
Deal recordFull tracker →
Aug 27, 26Deal announcedCal Wellnesscoverage
PWD coverage
allocators

Cal Wellness and First Citizens back a community ownership debt fund

A $3 million commitment from a foundation and a commercial bank asks whether community co-design can stand in for conventional underwriting.
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