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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
FUNDS · LAST CLOSEIVV763.25 −0.54%SPY759.97 −0.52%VOO522.67 −0.95%QQQ704.40 −0.01%VTI281.03 −0.75%IEFA95.68 −0.49%VEA50.10 −5.13%VUG382.92 −0.26%GLD366.61 −0.65%IWF125.62 +0.18%

Moves Wire

Every advisor, team and leadership move we can verify, with the firm they left, the firm they joined, reported assets and the source.

Updated Oct 27, 12:47 AM ET
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Distinct events209within your filters
Team moves & breakaways64each event counted once
Leadership changes102appointments & promotions
Reported book$49.8B73 of 209 events · not net flows
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AllBreakawayTeam moveAdvisor moveHireDepartureLeadership
209 events · last 30 days
  1. Oct 23
    Shimna SameerBank of America Private Bank → Truist WealthHead of Wealth · Executive appointment 1 source
    —not disclosed
  2. Oct 23
    Great Scott Financial ServicesCommonwealth/LPL Financial → Kintra Wealth, LLCPartner and Senior Wealth Advisor · Bethlehem, PA · 6 on the team · Team move 2 sources
    $355Mreported book
  3. Oct 23
    Tero EstovirtaLeaves eQ Asset Management Ltd · destination not reportedCEO of eQ Asset Management Ltd (departing) · Helsinki, Finland · Executive appointment 1 source
    —not disclosed
  4. Oct 23
    Ekaterina “Katie” SheligaJoins Prime Capital FinancialRetirement Plan Consultant · Industry hire 1 source
    —not disclosed
  5. Oct 23
    Brian DowhowerLeaves Truist Wealth · destination not reportedHead of Truist Wealth · Executive appointment 1 source
    —not disclosed
  6. Oct 23
    Jennifer EloheimoJoins eQ PlcReal Estate, Finland — member of eQ Plc Management Team · Helsinki, Finland · Executive appointment 1 source
    —not disclosed
  7. Oct 23
    Pertti VanhanenJoins eQ PlcInternational Business, Customer Relations and Sales — member of eQ Plc Management Team · Helsinki, Finland · Executive appointment 1 source
    —not disclosed
  8. Oct 23
    Freehold Wealth ManagementStifel Independent Advisors → OsaicCo-founder · Landrum, SC · 3 on the team · Team move 3 sources
    $576Mreported book
  9. Oct 23
    Jim AtwoodLeaves J.P. Morgan Advisors · destination not reportedAdvisor and team leader · Departure 1 source
    —not disclosed
  10. Oct 23
    Krista GorylJoins Wells FargoPrivate Wealth Director · Executive appointment 1 source
    —not disclosed
  11. Oct 23
    Mark FormanOptifino → DPL Financial PartnersHead of Experience · Executive appointment 1 source
    —not disclosed
  12. Oct 23
    Phil ScottLeaves J.P. Morgan Advisors · destination not reportedAdvisor and team leader · Departure 1 source
    —not disclosed
  13. Oct 23
    Ekaterina "Katie" SheligaJoins Prime Capital FinancialRetirement Plan Consultant · Industry hire 1 source
    —not disclosed
  14. Oct 23
    Veli-Pekka HeikkinenJoins eQ PlcEquity and Fixed Income — member of eQ Plc Management Team · Helsinki, Finland · Executive appointment 1 source
    —not disclosed
  15. Oct 23
    Financial Guide SolutionsMML Investors Services → Cetera Wealth PartnersFinancial planning operations director · Bethel, CT · 6 on the team · Team move 1 source
    $210Mreported book
  16. Oct 23
    Shawn L. BernhardUBS → Raymond JamesAdvisor move 1 source
    —not disclosed
  17. Oct 23
    Staffan JåfsJoins eQ PlcPrivate Equity — member of eQ Plc Management Team · Helsinki, Finland · Executive appointment 1 source
    —not disclosed
  18. Oct 23
    Sage Wealth PartnersJ.P. Morgan Advisors → Rockefeller Global Family OfficeAdvisor and team leader · Houston, TX · Team move 1 source
    $700Mreported book
  19. Oct 23
    Jeff DunnTruist Private Banking, specialty wealth and institutional → Truist WealthCo-Head of Truist Wealth (interim) · Executive appointment 1 source
    —not disclosed
  20. Oct 23
    Shawn BernhardRaymond James → RBC Wealth Management – U.S.Complex Director, Texas South · Executive appointment 2 sources
    —not disclosed
  21. Oct 23
    Brown, Taylor, Shaw & AssociatesTruist Investment Services → Raymond James Financial Services (Pinnacle Asset Management)Advisor · 4 on the team · Team move 1 source
    $700Mreported book
  22. Oct 23
    IB Wealth ManagementCetera Investment Services → Raymond James Financial Institutions DivisionEight financial advisors and three branch professionals · Grand Rapids, MI · 11 on the team · Team move 1 source
    $645Mreported book
  23. Oct 23
    Jouko PölöneneQ Plc → eQ Asset Management LtdCEO of eQ Plc and Managing Director (CEO) of eQ Asset Management Ltd · Helsinki, Finland · Executive appointment 1 source
    —not disclosed
  24. Oct 23
    Annamaija PeltonenJoins eQ PlcManaging Director of eQ Fund Management Company Ltd — member of eQ Plc Management Team · Helsinki, Finland · Executive appointment 1 source
    —not disclosed
  25. Oct 23
    Bryan CramTruist Wealth Brokerage → Truist WealthCo-Head of Truist Wealth (interim) · Executive appointment 1 source
    —not disclosed
  26. Oct 23
    Kendal WetzelJackson National Life Distributors → DPL Financial PartnersHead of Sales Strategy and Operations · Executive appointment 1 source
    —not disclosed
  27. Oct 23
    Ekaterina SheligaPCS Retirement → Prime Capital Financialretirement plan consultant · Industry hire 1 source
    —not disclosed
  28. Oct 23
    Kirsi HokkaJoins eQ PlcCustomer Relations and Sales, Finland — member of eQ Plc Management Team · Helsinki, Finland · Executive appointment 1 source
    —not disclosed
  29. Oct 23
    Shea Wealth PartnersUBS Wealth Management USA → Rockefeller Global Family OfficeAdvisor and team leader · Columbus, OH · 4 on the team · Team move 1 source
    $350Mreported book
  30. Oct 22
    Kinetic WealthCetera → LPL FinancialAdvisor · Fresno, CA · Breakaway 3 sources
    $300Mreported book
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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. Explore the Team Ledger

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Moves Wire — advisor, team and executive movement — Private Wealth Daily