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Independent Intelligence on the Private Wealth Industry
Saturday, August 22, 2026The Morning Brief →Sign in
firm

Wells Fargo Advisors FiNet

In PWD coverage since August 22, 2026 · 1 story
+2Talent net · 12 months6 in · 4 out
Talent flow · 12 monthsOn the wire →
Net +2 · 6 arrivals · 4 departures
Arrivals
Gabriel Armancas
Aug 21 · from Ameriprise
Frederick Spagnola
Aug 21 · from UBS
Ted Hamstra
Aug 21 · from William Blair
Nathan Matthews
Aug 21 · from UBS
Elijah Brown
Aug 21 · from J.P. Morgan
Departures
Abby Stancik
Aug 14 · to Raymond James & Associates
Julie Sabransky
Aug 14 · to Raymond James & Associates
Unnamed advisor
Aug 14 · to Raymond James
Patrick Larkin
Aug 14 · to Oak Hill Wealth Advisors
PWD coverage
The Close

The platform talent war moves upstairs

Citi's same-day haul from MSCI, Morgan Stanley, and J.P. Morgan, plus Orion's reshuffle and Cetera's capture of Fidelity's Ed O'Brien, pushes platform leadership to the center of the distribution war.
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