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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

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Jeff Spears

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Robertson Stephens

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Joe Piazza

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David Carroll

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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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