bank
Stifel
In PWD coverage since August 14, 2026 · 5 stories
-1Talent net · 12 months0 in · 1 out
Talent flow · 12 monthsOn the wire →
Net -1 · 0 arrivals · 1 departures
Advisor
Jun 30 · team liftout
Arrivals
None tracked.
Departures
Michael Rose
Aug 14 · to Raymond James & Associates
PWD coverage
Moves
UBS pulls three Morgan Stanley teams in one week
PWD's tracking puts UBS atop the 90-day arrival board and Morgan Stanley as the wirehouse with the largest outflow.