firm
Mosaic Partners
In PWD coverage since August 28, 2026 · 1 story
-6Talent net · 12 months3 in · 9 out
Talent flow · 12 monthsOn the wire →
Net -6 · 3 arrivals · 9 departures
Arrivals
Shannon Reid
Aug 27
Sayee Bellamkonda
Aug 27 · from Vialto Partners
Chad Sarsfield
Aug 20 · from Ameriprise Financial Services
Departures
Dimple Shah
Aug 27 · destination pending
Kristen Kimmell
Aug 27 · to RBC Wealth Management-U.S.
Ed Obuchowski
Aug 27 · destination pending
Greg Cornick
Aug 27 · destination pending
Kristy Britt
Aug 27 · destination pending
Kristen Kimmell
Aug 27 · to RBC Wealth Management
PWD coverage
advisers
Do your reps: advice for the 2026 Emerging Leaders
The 2025 Emerging Leaders cohort tells next year's class that client exposure and networking beat waiting to feel ready.