firm
Beacon Trust
In PWD coverage since September 9, 2026 · 1 story
-1Talent net · 12 months0 in · 1 out
Talent flow · 12 monthsOn the wire →
Net -1 · 0 arrivals · 1 departures
Arrivals
None tracked.
Departures
Christina Duffy
Sep 8 · to Glenmede
PWD coverage
the_tape
The wirehouse liftout turns inward
Merrill and UBS pulled $2.2 billion from Morgan Stanley and Wells Fargo in a week. Wirehouse private wealth units now recruit from one another.