firm
Merchant Investment Management
In PWD coverage since September 21, 2026 · 1 story
+1Talent net · 12 months1 in · 0 out
Talent flow · 12 monthsOn the wire →
Net +1 · 1 arrivals · 0 departures
Arrivals
Matt Brinker
Aug 19 · from United Capital
Departures
None tracked.
PWD coverage
Moves
The breakaway that left Raymond James now buys its teams
Concurrent crossed $23 billion with a Houston liftout, and the former parent keeps supplying the pipeline.