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Independent Intelligence on the Private Wealth Industry
Thursday, October 22, 2026The Morning Brief →Sign in
bank

Stifel, Nicholas & Co.

In network coverage since September 4, 2026 · 3 stories
-1Talent net · 12 months0 in · 1 out
Observed recruiting events · 12 monthsOn the wire →
Net -1 · 0 incoming events · 1 outgoing events
Arrivals
None tracked.
Departures
Phillipp Group
Sep 4 · to Rockefeller Global Family Office
Network coverage
Moves

Rockefeller Global Family Office adds $1.2 billion Truist team in Naples

The Kellam Group moves as a seven-person unit, with support staffer Charles Outlaw going along, according to AdvisorHub.
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