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fi360 lures an executive away from Wells Fargo Private Bank to help thousands of advisors deliver fiduciary care

Kathleen Stewart wore many hats at the big wealth manager and has worked for an RIA and Goldman Sachs alike

Friday, April 20, 2012 – 3:52 AM by Lisa Shidler
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Kathleen Stewart: The industry and banks are always in a state of flux, and that's something you live with every day.

Related Moves

In RIA custody milieu, Charlie Scharf's BNY Mellon exit for Wells Fargo is latest unforeseen vapor trail after Lisa Dolly, Tim Hockey, Terri Kallsen, Andy Gill and others fade into the firmament

The CEO-for-rent will face a monumental challenge turning around Wells Fargo, but perhaps not as bleak a landscape for profit margins; Is the RIA free ride coming to an end?

October 1, 2019 – 1:06 AM



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