A Daily Network publication
Explore the network
The Daily NetworkAbout the network →
Private Wealth DailyPrivate wealthDigital Capital DailyDigital assetsESG Capital DailySustainable capitalETF DailyETFsETF Pro AIThe fund terminalInsurance Capital DailyYou’re reading this editionInterval Fund DailySemi-liquid fundsPrivate Credit DailyPrivate creditPrivate Infrastructure DailyInfrastructurePrivate Real Estate DailyReal estateRetirement Capital DailyRetirement assetsSecondaries DailySecondariesWealth Advisor Daily
Insurance Capital Daily
Independent Intelligence on Insurance Investment
Friday, October 2, 2026The Morning Brief →Sign in
bank

Truist Bank

In PWD coverage since September 16, 2026 · 3 stories
1Deals on our tracker
Deal recordFull tracker →
Sep 15, 26Deal closedCIM Group · Fifth Third Bank · Flagstar Bank · Bryant Group Ventures · CIM-BGV Affordable Housing Impact Fund · $370M — coverage
PWD coverage
Moves

Rockefeller recruits Piedmont Wealth Partners, a $1B Truist team in Charlotte

Two of the three managing directors built their careers inside bank-owned brokerages; Brett T. Schmidt's record begins at BB&T Securities in 2012.
move · Sep 30Rockefeller adds Truist's $6.2 million Piedmont Wealth Partners team in Charlotte
capital · Sep 16Affordable housing equity is a bank product, and CIM-BGV knows it
Every weekday · 6:30 a.m. ET

The Morning Brief

The latest from Insurance Capital Daily, in your inbox every weekday. Free.