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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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Truist

In network coverage since August 27, 2026 · 16+ stories
4Deals on our tracker
-3Talent net · 12 months0 in · 3 out
Observed recruiting events · 12 monthsOn the wire →
Net -3 · 0 incoming events · 3 outgoing events
Arrivals
None tracked.
Departures
M. Dylan Price
Sep 8 · to Merrill
Dylan Price
Sep 8 · to Merrill Lynch
The Kellam Group
Oct 16 · to Rockefeller Global Family Office
Deal recordFull tracker →
Oct 26, 26Deal announcedCarmel Partners · $152M — coverage
Oct 15, 26Deal announcedCarlyle · $7.7B — coverage
Aug 23, 26Deal announcedRockpoint · Urby — coverage
Aug 23, 26Deal announcedNewmark · Rockpoint · Urby · $277M — coverage
Network coverage
Real estate debt

Truist lends $152M for 390-unit Long Beach apartments

The six-story Marina Shores project replaces an office complex and parking lot; completion is expected around May 2029.
Data · Oct 26Steward CEO Jim Gold says RIA deal volume may run five times reported
Moves · Oct 23Janney, Osaic, Rockefeller listed as adding teams worth $7B combined
Features · Oct 17Merrill adds $1.2B UBS team in Santa Fe; Glassel and Fox to join &Partners
The Wrap · Oct 16Direct lenders shift origination toward energy, defence and hard assets
Recruiting & transitions · Oct 16Rockefeller hires $1.2 billion Truist team in Naples, Florida
Fund launches & raises · Oct 16Carlyle agrees to acquire $7.7bn Truist consumer loan portfolio
Features · Oct 15Captrust adds $3B Truist team; Chris Hoge says equity part of deal
Moves · Oct 15Merrill adds $1.2B UBS team in Santa Fe
Features · Oct 3Rockefeller, FiNet and Uniting absorb $3.3 billion in employee-channel books
Features · Oct 3Fidelity tells sub-$100 million RIA clients to reach $100 million or leave by mid-2027
Real estate debt · Sep 25TYKO funds $310M as Namdar stacks Journal Square debt
Moves · Sep 11Mercer's Atlanta hire bets on density, not a disclosed book
Moves · Sep 11Merrill's $1.2B Santa Fe lift-out is a density play
Moves · Sep 10Wirehouse recruiting's $2 billion week stayed inside the channel
Deals · Aug 27Rockpoint and Holland bet on 2029 San Jose rents at today's prices
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