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Independent Intelligence on the Private Wealth Industry
Tuesday, September 22, 2026The Morning Brief →Sign in
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Northwestern Mutual Private Client Group

In PWD coverage since September 22, 2026 · 1 story
-3Talent net · 12 months0 in · 3 out
Talent flow · 12 monthsOn the wire →
Net -3 · 0 arrivals · 3 departures
Arrivals
None tracked.
Departures
Andy Schwartz
Sep 6 · to Bleakley Financial (now OnePoint BFG Wealth Partners)
Kevin Spahn
Sep 6 · to OnePoint BFG Wealth Partners
Kurt Mattson
Aug 20 · to Carson Group
PWD coverage
Moves

Composition Wealth staffs the two seats that make a roll-up close

A general counsel with alternatives depth and a head of advisors built from Edelman's bench are the hires a serial acquirer makes once the constraint moves from signing deals to absorbing them.
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