asset manager
Bridge
In PWD coverage since August 27, 2026 · 5 stories
2Deals on our tracker
-6Talent net · 12 months2 in · 8 out
Talent flow · 12 monthsOn the wire →
Net -6 · 2 arrivals · 8 departures
Departures
Renny Kuruvilla
Sep 13 · to Arete Wealth, Inc.
Kimberly Anderson
Sep 10 · to Callodine Wealth Solutions
Curtis Wilcox
Sep 6 · to Lincoln Investment
Tony Conte
Aug 26 · to LPL Financial LLC
Tony Conte
Aug 23 · to LPL Financial
Anthony "Tony" Conte
Aug 18 · to LPL Financial
Deal recordFull tracker →
PWD coverage
adoption
Visa's second Korean stablecoin deal puts it inside Upbit
The Dunamu partnership hands Visa the exchange rails to match Shinhan's bank rails, and tests whether the revenue split is simple enough for merchants to care.