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Monday, September 21, 2026The Morning Brief →Sign in
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Purshe Kaplan Sterling Investments

In PWD coverage since September 8, 2026 · 2 stories
+2Talent net · 12 months2 in · 0 out
Talent flow · 12 monthsOn the wire →
Net +2 · 2 arrivals · 0 departures
Arrivals
PETER JEROME MERSBERGER
Aug 31 · from Merit Financial Advisors
Arin Hovanesian
Aug 17 · from MERIT FINANCIAL ADVISORS
Departures
None tracked.
PWD coverage
move

Merit's $888 million Commonwealth hire was paid partly in equity

Equity in the buyer is the package line that decides whether a breakaway keeps compounding after the signing.
Features · Sep 8Frost pulls 39 advisors from UBS in 48 hours
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