bank

Truist

In PWD coverage since August 20, 2026 · 9 stories

2Deals on our tracker

-1Talent net · 12 months1 in · 2 out

Talent flow · 12 monthsOn the wire →

Net -1 · 1 arrivals · 2 departures

Arrivals

Bill McNabb

Aug 27 · from Vanguard

Departures

Shiralker

Aug 21 · destination pending

Unnamed seven-person advisory group

Aug 21 · to Wells Fargo Advisors FiNet

Deal recordFull tracker →

Aug 23, 26Deal announcedRockpoint · Urby — coverage

Aug 23, 26Deal announcedRockpoint · Urby · Newmark · $277M — coverage

PWD coverage

Deals & PE

Rockpoint and Holland bet on 2029 San Jose rents at today's prices

The Stevens Creek development pairs 311 units with the employment-density thesis Rockpoint priced into its $277 million Jersey City construction loan.

debt · Aug 25Newmark prices Jersey City construction risk at $370,000 a key

debt · Aug 24Newmark places $277M construction loan on Urby's 748-unit Jersey City tower

debt · Aug 24Truist's $277M Jersey City loan prices waterfront multifamily

Moves · Aug 24The custody layer gets its own talent war

Features · Aug 23FiNet's bank-team raid redraws the independent channel

Moves · Aug 23Wells Fargo FiNet lands $1B Truist team inside Merritt Point

The Close · Aug 22The platform talent war moves upstairs

debt · Aug 20Grandbridge takes first CMBS servicing deal on two Bellevue towers

Truist

Rockpoint and Holland bet on 2029 San Jose rents at today's prices

The Morning Brief