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Wednesday, October 7, 2026The Morning Brief →Sign in
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Executive appointment

Margo Steahly

Capital Square → MCB Wealthbridge

Reported

What changed

Formerly national sales director at Capital Square, now leads national sales for MCB Wealthbridge.

Reported / discovered
Oct 5, 2026
Effective
Not reported
New role
Senior Vice President of National Sales
Previous role
Not reported
Market
Not reported
Reported book
Not disclosed
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

AltsWire ↗Oct 5, 2026 · Reporting

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

Record history

1 observations consolidated into one event.

Oct 6, 2026Source evidence reconciled
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