other
ERIC
In PWD coverage since September 28, 2026 · 1 story
-19Talent net · 12 months2 in · 21 out
Talent flow · 12 monthsOn the wire →
Net -19 · 2 arrivals · 21 departures
Arrivals
Zachary Karason
Sep 6 · from U.S. Bancorp Advisors
Zachary Karason
Sep 3 · from U.S. Bancorp Advisors
Departures
Advisor
Sep 24 · destination pending
Advisor
Sep 24 · destination pending
Advisor
Sep 24 · destination pending
Advisor
Sep 24 · destination pending
Lisa Behun
Sep 23 · to RBC Wealth Management
Advisor
Sep 23 · destination pending
PWD coverage
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ERIC asks Treasury to make BNY the clearinghouse for employer Trump Account contributions
Employers cannot fund accounts they cannot verify, and the request would settle whether BNY becomes the single payroll connection for doing both.