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Tuesday, October 27, 2026 · Today’s edition, 6:30 a.m. ETTue, Oct 27 · 6:30 a.m. editionSign inMy Desk 0EditionsSign in
Private Wealth Daily
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Rockefeller

In network coverage since September 13, 2026 · 16+ stories
5Deals on our tracker
1Moves on the wire · 12 months
Observed recruiting events · 12 monthsOn the wire →
Piedmont Wealth Partners
Oct 1 · team liftout
Deal recordFull tracker →
Oct 25, 26Deal closed25 Commerce Park · EastGroup Properties · $95M — coverage
Sep 16, 26Deal closedManova Partners — coverage
Sep 9, 26Deal closedLuminary · BNY · Ten Coves Capital · 8VC · Focus Financial Partners · Fin Capital — coverage
Sep 9, 26Deal closedLuminary · BNY · Focus Financial Partners — coverage
Sep 9, 26Deal closedLuminary · BNY · Ten Coves Capital · 8VC · Focus Financial Partners · Fin Capital — coverage
Network coverage
Moves

Rockefeller adds J.P. Morgan team in Houston

Two outlets report the same Houston team at $1.4 billion and $700 million in client assets, and give different accounts of how many people moved.
Deals · Oct 26EastGroup buys Denver industrial park for $95M
Tax & estate planning · Oct 20Rockefeller family-dynamics head says trusts alone don't prepare heirs
Family Office · Oct 20Rockefeller family-dynamics head says heirs need preparation, not just documents
Moves · Oct 19Rockefeller adds $992 million Truist team in Naples
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
Moves · Oct 1Rockefeller recruits Piedmont Wealth Partners, a $1B Truist team in Charlotte
Recruiting & transitions · Sep 28UBS hires Merrill’s John Pham and Jimmy Yip, a $7.5 million Silicon Valley team
Recruiting & transitions · Sep 17Morgan Stanley raises the growth bar and bids for its own succession
Deals & PE · Sep 17The week's largest AI number is a credit negotiation
Deals · Sep 17Manova buys a Spartanburg rent roll with AA credit behind it
Recruiting & transitions · Sep 16Merrill recruits again while Morgan Stanley makes a capacity pitch
The Close · Sep 15Direct indexing's trillion-dollar forecast is a platform stat, not demand
Recruiting & transitions · Sep 15Six Modern Wealth advisors left as it acquired $710 million in assets
Deals & PE · Sep 13Real assets closed; AI and wealth kept talking
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