People · teams · leadership
The Moves Wire
Track advisor, team and leadership moves—with the evidence behind each event.
Updated Oct 22, 11:31 PM ET
Coverage & methodology ↗
Coverage & methodology ↗
3Distinct eventsWithin your filters
0Team moves & breakawaysEach event counted once
3Leadership changesAppointments & promotions
Not disclosedReported book AUM0 of 3 events · not net flows
| Reported | Person / team | What changed | Type | Reported book | Evidence |
|---|---|---|---|---|---|
| Oct 2, 2026 | Lisa RobertsHead of Wealth Management, Wilmington Trust | Wilmington Trust · Head of Wealth Management, Wilmington Trust | Internal appointment | Not disclosed | Reported1 source · Details → |
| Oct 2, 2026 | Mike KeaneChief Operating Officer, Key Wealth · Baltimore, MD | Wilmington Trust, M&T Bank's wealth management division → KeyBank (Key Wealth)Effective Oct 1, 2026 | Executive appointment | Not disclosed | Reported2 sources · Details → |
| Sep 28, 2026 | Candice NakagawaManaging Director, Family Office Solutions, West · Los Angeles, CA | Wilmington Trust → Northern Trust | 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. Read the methodology · Explore the Team Ledger