Gianluca Palermo

What changed

Left Bank of America to join Wells Fargo as an independent adviser with $1.8B in client assets.

Reported / discovered

Aug 27, 2026

Effective

Not reported

New role

Managing Partner at Infinity Private Wealth

Previous role

Not reported

Market

Long Island, NY

Reported book

$1.8B

Reported team size

Not disclosed

Named people

1

Reported book AUM is not a confirmed transfer. Team size may include support staff. A missing effective date means it was not established from the available evidence.

Sources & evidence

This record is supported by reporting. It has not been independently corroborated by a linked registration observation.

Record history

2 observations consolidated into one event.