People · teams · leadership
The Moves Wire
Track advisor, team and leadership moves—with the evidence behind each event.
Updated Oct 22, 8:26 PM ET
Coverage & methodology ↗
Coverage & methodology ↗
8Distinct eventsWithin your filters
3Team moves & breakawaysEach event counted once
3Leadership changesAppointments & promotions
$5.4BReported book AUM4 of 8 events · not net flows
| Reported | Person / team | What changed | Type | Reported book | Evidence |
|---|---|---|---|---|---|
| Oct 16, 2026 | Bryan CramInterim Co-Head of Truist Wealth; Head of Truist Wealth Brokerage | Truist · Interim Co-Head of Truist Wealth; Head of Truist Wealth Brokerage | Internal appointment | Not disclosed | Reported1 source · Details → |
| Oct 16, 2026 | The Kellam GroupTeam leader · Naples, FL7 reported team members | Truist → Rockefeller Global Family Office | Team move | $1.2B | Reported1 source · Details → |
| Oct 16, 2026 | Shimna SameerChief Consumer Banking Officer | Bank of America → Truist | Executive appointment | Not disclosed | Reported1 source · Details → |
| Oct 16, 2026 | Lester ErnestAdvisor · Orlando, FL | Truist Investment Services → Wells Fargo Advisors | Advisor move | $200M | Reported1 source · Details → |
| Oct 16, 2026 | Jeff DunnInterim Co-Head of Truist Wealth; Head of Truist Private Banking, Specialty Wealth & Institutional | Truist · Interim Co-Head of Truist Wealth; Head of Truist Private Banking, Specialty Wealth & Institutional | Internal appointment | Not disclosed | Reported1 source · Details → |
| Oct 14, 2026 | The Hoge-Barrett GroupAdvisor · Winston-Salem, NC13 reported team members | Truist Investment Services → Captrust Financial Advisors | Team move | $3B | Reported1 source · Details → |
| Oct 2, 2026 | Sumanth SukumarChief Technology Officer | Leaves Altruist · destination not reported | Departure | Not disclosed | Reported1 source · Details → |
| Oct 1, 2026 | Piedmont Wealth PartnersSenior Client Associate · Charlotte, NC5 reported team members | Truist Bank → Rockefeller Capital Management | Team move | $1B | Reported1 source · Details → |
Keep an eye on what matters
Save these filters. Choose an optional daily or weekly email for new matching events. Email delivery requires an active, confirmed subscription.
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. Read the methodology · Explore the Team Ledger