People · teams · leadership
The Moves Wire
Track advisor, team and leadership moves—with the evidence behind each event.
Updated Oct 23, 10:25 PM ET
2Distinct eventsWithin your filters
1Team moves & breakawaysEach event counted once
1Leadership changesAppointments & promotions
$2BReported book AUM1 of 2 events · not net flows
| Reported | Person / team | What changed | Type | Reported book | Evidence |
|---|---|---|---|---|---|
| Oct 13, 2026 | Align Private WealthAdvisor, Align Private Wealth2 reported team members | PNC Private Bank → Align Private Wealth (LPL Financial platform) | Breakaway | $2B | Reported1 source · Details → |
| Sep 25, 2026 | Danica GriffithChief Growth Officer · Atlanta, GA | PNC → Sage Mountain Advisors LLC | Executive appointment | Not disclosed | Reported1 source · Details → |
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One event can have several supporting reports. Reported book sizes describe disclosed practices and do not establish assets transferred. Unknown values are not zero. Coverage reflects monitored sources, not every industry move. Explore the Team Ledger