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bank

Bank of America

In network coverage since October 7, 2026 · 16+ stories
12Deals on our tracker
-1Talent net · 12 months0 in · 1 out
Observed recruiting events · 12 monthsOn the wire →
Net -1 · 0 incoming events · 1 outgoing events
Teresa Radzinski
Sep 11 · advisor move
Arrivals
None tracked.
Departures
Gianluca Palermo
Aug 27 · to Wells Fargo
Deal recordFull tracker →
Oct 20, 26Deal closedJPMorgan Chase Bank · Vornado Realty Trust · PNC Bank · Standard Chartered Bank · Wells Fargo Bank · Ken Griffin · Rudin · BMO Bank · Citadel Enterprise Americas LLC · ING Capital LLC — coverage
Oct 13, 26Deal closedEquus Capital Partners · JLL Capital Markets · Morgan Stanley · $718M — coverage
Oct 13, 26Deal closedJLL Capital Markets · Equus · Project Pegasus Industrial Portfolio · Morgan Stanley · $718M — coverage
Oct 1, 26Deal closedNexus Development · JLL Real Estate Capital — coverage
Sep 24, 26Deal closedThe NRP Group · DC Department of Housing and Community Development · Marshall Heights Community Development Organization, Inc. · DC Housing Authority · DC Housing Finance Agency · DC Green Bank — coverage
Sep 9, 26Deal closedCarlyle · CBAMR 2018-7 · $188M — coverage
Sep 8, 26Fund launchSchwab · Candidly · Merrill Lynch · Empower · Vanguard Group — coverage
Sep 2, 26Deal announcedPinnacle Group · JPMorgan Chase — coverage
Aug 31, 26Deal closedJPMorgan · Deutsche Bank · Tishman Speyer · $340M — coverage
Aug 23, 26Deal announcedRiyad Capital · PRP Real Assets — coverage
Aug 17, 26Deal announced — coverage
Jul 21, 26Fund launchWellington Management · Merrill Lynch · Blackstone · Vanguard Group
Network coverage
debt

Trepp flags $802M Chicago office CMBS lease rollover before maturity

Four properties account for $623 million, or 78%, of that debt, including one in foreclosure and one more than 90 days delinquent.
Deals & PE · Oct 21Vornado, Griffin, Rudin close 350 Park Ave joint venture with $3.3B loan, Citadel lease
book · Oct 21BofA study: 37% said incoming principal was very prepared when transition occurred
move · Oct 20BofA cuts Ameriprise to Underperform, citing advisor exits and retention loan costs
Features · Oct 20Phil Scott and Jim Atwood launch $18.6B RIA Latigo Peak as BofA downgrades Ameriprise
move · Oct 20Bank of America downgrades Ameriprise, questioning whether retention bonuses keep big teams
The Close · Oct 20Bank of America downgrades Ameriprise over the cost of retention bonuses
tokenization · Oct 19JPMorgan to bring JPM Coin to Ethereum, citing liquidity
debt · Oct 15JLL arranges $718.2M floating-rate financing for Equus Capital Partners Phoenix portfolio
the_wrap · Oct 15Auto-enrollment or auto-escalation plans average $170,000 in balances, Bank of America says
debt · Oct 14Equus finances 52-property Phoenix industrial portfolio with $718.2M floating-rate package
RIA · Oct 13Wealth revenue rises 12% to 15% at JPMorgan, Wells Fargo, Goldman, Citi
plans · Oct 13BofA: average 401(k) balance rose 13% in 2025 to $113,590
credit · Oct 13Blackstone Credit & Insurance leads $1 billion loan for Analogic merger
sectors · Oct 9Manhattan office vacancy falls to 12.6 percent as leasing rises 2.3 percent
advisor_note · Oct 7Merrill's Form ADV prices manager access at up to $860,000 plus 0.1% of revenue
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