bank
First Citizens Investor Services
In PWD coverage since September 10, 2026 · 1 story
+4Talent net · 12 months4 in · 0 out
Talent flow · 12 monthsOn the wire →
Net +4 · 4 arrivals · 0 departures
Max Ortiz
Sep 9 · advisor move
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
Moves
Wirehouse recruiting's $2 billion week stayed inside the channel
Merrill took in three books and the most assets, but the production-per-dollar math makes its smallest purchase the sharpest.