What changed

Brought his team and nearly $6B in client assets from Morgan Stanley to Wells Fargo in May.

Reported / discovered

Aug 27, 2026

Effective

Not reported

New role

Not reported

Previous role

Not reported

Market

Not reported

Reported book

$6B

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.