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Independent Intelligence on the Private Wealth Industry
Thursday, October 1, 2026The Morning Brief →Sign in
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Wells Fargo Community Lending & Investment

In PWD coverage since August 21, 2026 · 1 story
1Deals on our tracker
-10Talent net · 12 months3 in · 13 out
Talent flow · 12 monthsOn the wire →
Net -10 · 3 arrivals · 13 departures
Arrivals
James Taylor
Aug 27 · from Morgan Stanley
Gianluca Palermo
Aug 27 · from Bank of America Corp.
Barry Sommers
Aug 27 · from JPMorgan Chase & Co.
Departures
Patrick C. Rowland
Sep 26 · to &Partners
Jeff Chanin
Sep 23 · to Merrill
Harry Drozdowski
Sep 18 · to Sanctuary Wealth
Ronald A. Murad
Sep 8 · to Merrill
Ronnie Murad
Sep 8 · to Merrill Lynch
Jason Eckerman
Aug 30 · to &Partners
Deal recordFull tracker →
Aug 20, 26Deal closedMcDowell Housing Partners — coverage
PWD coverage
debt

Wells Fargo's three seats at one affordable table

On a 120-unit Pasco County project, the bank buys the tax-credit equity, holds the construction loan, and will service the Freddie Mac permanent loan.
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