firm
Merchant Investment Management
In PWD coverage since September 21, 2026 · 2 stories
+1Talent net · 12 months1 in · 0 out
Talent flow · 12 monthsOn the wire →
Net +1 · 1 arrivals · 0 departures
Arrivals
Matt Brinker
Aug 19 · from United Capital
Departures
None tracked.
PWD coverage
move
A $425 million team prices independence against the employee channel
Winstone's exit gives advisors weighing independence a benchmark: platform equity and a license to buy, set against what the employee-channel seat pays.