asset manager
Wells Fargo Investment Advisors
In PWD coverage since September 25, 2026 · 1 story
-9Talent net · 12 months3 in · 12 out
Talent flow · 12 monthsOn the wire →
Net -9 · 3 arrivals · 12 departures
Arrivals
James Taylor
Aug 27 · from Morgan Stanley
Barry Sommers
Aug 27 · from JPMorgan Chase & Co.
Gianluca Palermo
Aug 27 · from Bank of America Corp.
Departures
Jeff Chanin
Sep 23 · to Merrill
Harry Drozdowski
Sep 18 · to Sanctuary Wealth
Ronnie Murad
Sep 8 · to Merrill Lynch
Ronald A. Murad
Sep 8 · to Merrill
Jason Eckerman
Aug 30 · to &Partners
David Lazorik
Aug 29 · to Raymond James Financial Services
PWD coverage
tokenization
Edel's DTCC seat matters less than its margin ask
Edel has joined a DTCC feedback group with more than 100 other firms, and its ask is whether DTC-tokenized securities can be posted as margin.