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Credit Suisse punts its private banking business to Wells Fargo

The take-my-brokers-please deal has skeptics but shows forethought, too

Author Brooke Southall October 21, 2015 at 12:06 AM
1 Comment
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Joe Piazza: Many advisors will not wait around for the deal to close.

John Furey


Jeff Spears


Robertson Stephens


Joe Piazza


David Carroll


Rob Shafir

Elmer Rich III

Elmer Rich III

October 22, 2015 — 5:21 PM

“Smart money leaves first.”

Related Moves

September 21, 2023 at 1:53 AM

Mentioned in this article:

Advisor Growth Strategies, LLC
Consulting Firm
Top Executive: John Furey

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