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Brooke's Bits: Citizens Bank hits RIA radar again with purchase of $7.5B Clarfeld; Jay Welker's departure at Wells Fargo--with no heir apparent -- may have giant implications

Heady bank M&A and AMG exit in Tarrytown deal; 1,000-employee private banking unit in San Francisco may fold into St. Louis Wells Fargo wirehouse

Author Brooke Southall November 7, 2018 at 3:33 AM
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Dogged by success, Robert Clarfeld sold a portion to AMG in 2013 and now the rest to Citizen Bank.


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 at 1:06 AM


Mentioned in this article:

Citizens Financial
Financial Planning Software
Top Executive: Andrew Walmsley



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