People · teams · leadership
The Moves Wire
Track advisor, team and leadership moves—with the evidence behind each event.
Updated Oct 15, 6:41 PM ET
Coverage & methodology ↗
Coverage & methodology ↗
3Distinct eventsWithin your filters
2Team moves & breakawaysEach event counted once
0Leadership changesAppointments & promotions
$4BReported book AUM2 of 3 events · not net flows
| Reported | Person / team | What changed | Type | Reported book | Evidence |
|---|---|---|---|---|---|
| Oct 14, 2026 | The Hoge-Barrett GroupAdvisor · Winston-Salem, NC13 reported team members | Truist Investment Services → Captrust Financial Advisors | Team move | $3B | Reported1 source · Details → |
| Oct 2, 2026 | Sumanth SukumarChief Technology Officer | Leaves Altruist · destination not reported | Departure | Not disclosed | Reported1 source · Details → |
| Oct 1, 2026 | Piedmont Wealth PartnersSenior Client Associate · Charlotte, NC5 reported team members | Truist Bank → Rockefeller Capital Management | Team move | $1B | Reported1 source · Details → |
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Sign in to save a view →One event can have several supporting reports. Reported book sizes describe disclosed practices and do not establish assets transferred. Unknown values are not zero. Coverage reflects monitored sources, not every industry move. Read the methodology · Explore the Team Ledger