other
ISO
In PWD coverage since September 11, 2026 · 1 story
-34Talent net · 12 months3 in · 37 out
Talent flow · 12 monthsOn the wire →
Net -34 · 3 arrivals · 37 departures
Arrivals
Max Ortiz
Sep 10 · from First Citizens Investor Services
Darron L. Carpenter
Sep 10 · from Citizens Securities
Steven Cottillion
Sep 10 · from Merrill Lynch
Departures
Advisor
Sep 10 · destination pending
Advisor
Sep 10 · destination pending
Advisor
Sep 10 · destination pending
Advisor
Sep 10 · destination pending
Advisor
Sep 10 · destination pending
Advisor
Sep 10 · destination pending
PWD coverage
the_wrap
Europe's transition label is built for retail and optional for institutions
ECON's capex test and professional-investor exemption leave the EU's Transition category aimed at retail products, with institutional transition capital outside the category.