Wealth and Asset Management
Wells Fargo Loses Reps to Raymond James, BNY Mellon
Wirehouse Wells Fargo has lost two financial advisors in Wisconsin and a senior trust team manager of its private bank unit in California. Jeff Porasik and Suzanne Yde managed $405 million at the Racine, Wis., office of Wells Fargo, according to InvestmentNews. They have jumped ship to Raymond James’ employee…
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