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Monday, October 5, 2026The Morning Brief →Sign in
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Jon Patullo

In PWD coverage since October 2, 2026 · 2 stories
PWD coverage
Features

CG Financial hires TradePMR and Axos executives as platform fight intensifies

Jon Patullo becomes COO and CIO of the $5 billion hybrid, while Concurrent's Spire purchase lifts it to $28.6 billion.
Moves · Oct 2TradePMR product chief Jon Patullo joins CG Financial as COO and CIO
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