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bank

Truist

In network coverage since September 11, 2026 · 16+ stories

3Deals on our tracker

-3Talent net · 12 months0 in · 3 out

Observed recruiting events · 12 monthsOn the wire →

Net -3 · 0 incoming events · 3 outgoing events

Arrivals

None tracked.

Departures

Sep 8 · to Merrill

Sep 8 · to Merrill Lynch

The Kellam Group

Oct 16 · to Rockefeller Global Family Office

Deal recordFull tracker →

Oct 15, 26Deal announcedCarlyle · $7.7B — coverage

Aug 23, 26Deal announcedUrby · Rockpoint — coverage

Aug 23, 26Deal announcedUrby · Newmark · Rockpoint · $277M — coverage

Network coverage

move

Janney opens Houston office with four Raymond James advisors managing nearly $3.5B

The Edwards Fitzpatrick Group leads Janney's second Texas office; Rockefeller also added a Naples, Florida group from Truist.

The Close · Oct 19Janney opens Houston office with $3.5B team as Rockefeller adds Naples group

The Close · Oct 18Rockefeller Global Family Office adds seven-person $1.2 billion Truist team in Naples

Moves · Oct 18Rockefeller Global Family Office adds $1.2 billion Truist team in Naples

Features · Oct 17Merrill adds $1.2B UBS team in Santa Fe; Glassel and Fox to join &Partners

the_wrap · Oct 16Direct lenders shift origination toward energy, defence and hard assets

move · Oct 16Rockefeller hires $1.2 billion Truist team in Naples, Florida

funds · Oct 16Carlyle agrees to acquire $7.7bn Truist consumer loan portfolio

Moves · Oct 16Merrill adds $1.2B UBS advisory team in Santa Fe

Features · Oct 15Captrust adds $3B Truist team; Chris Hoge says equity part of deal

Moves · Oct 15Merrill adds $1.2B UBS team in Santa Fe

move · Oct 14Captrust acquires $3 billion Truist team; some members receive equity

Features · Oct 3Fidelity tells sub-$100 million RIA clients to reach $100 million or leave by mid-2027

Features · Oct 3Rockefeller, FiNet and Uniting absorb $3.3 billion in employee-channel books

debt · Sep 25TYKO funds $310M as Namdar stacks Journal Square debt

Moves · Sep 11Mercer's Atlanta hire bets on density, not a disclosed book

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