bank
Stifel, Nicholas & Co.
In PWD coverage since September 4, 2026 · 1 story
-1Talent net · 12 months0 in · 1 out
Talent flow · 12 monthsOn the wire →
Net -1 · 0 arrivals · 1 departures
Advisor
Sep 3 · team liftout
Arrivals
None tracked.
Departures
Michael Rose
Aug 14 · to Raymond James & Associates
PWD coverage
move
Rockefeller's double raid puts a price on the cap table pitch
Two teams carrying $950 million left Stifel and Morgan Stanley for Rockefeller, the latest evidence that advisors now price platform ownership above retention dollars.