bank

Stifel

In network coverage since August 14, 2026 · 16+ stories

-1Talent net · 12 months0 in · 1 out

Observed recruiting events · 12 monthsOn the wire →

Net -1 · 0 incoming events · 1 outgoing events

Arrivals

None tracked.

Departures

Michael Rose

Aug 13 · to Raymond James & Associates

Network coverage

Recruiting & transitions

Recruiting scoreboard: Charles Schwab leads August asset growth among public wealth firms

Month-end client assets, net new assets, advisor counts and recruited assets for Charles Schwab, Raymond James and Stifel, from each firm's own SEC filings.

Moves · Oct 26Recruiting scoreboard: Charles Schwab leads August asset growth among public wealth firms

Practice management · Oct 26Osaic adds $576M Stifel book; founder's daughter cites succession help

Recruiting & transitions · Sep 30Rockefeller adds Truist's $6.2 million Piedmont Wealth Partners team in Charlotte

Features · Sep 30BNY Pershing retires Wove, folds it into wealth unit as Fitch lists cash-rate winners

RIA · Sep 24Stifel's record assets are an employee-channel story

Features · Sep 6Citi raids the private-bank C-suite

Recruiting & transitions · Sep 4Rockefeller's double raid puts a price on the cap table pitch

Features · Aug 29State Street and LPL recruit the platform builders

Features · Aug 28The balance sheet is the new recruiting weapon

Moves · Aug 17UBS pulls three Morgan Stanley teams in one week

Moves · Aug 17A $129 billion breakaway obscures the week's real story

Data · Aug 17Raymond James presses a two-front talent war, from advisors to custody

RIA · Aug 14Dallas surpasses New York in financial jobs share

RIA · Aug 14Veteran Duo Managing $316M Leaves Stifel for Raymond James

RIA · Aug 14LPL lands $350M veteran duo from Corebridge

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Recruiting scoreboard: Charles Schwab leads August asset growth among public wealth firms