Merrill Lynch has hired Morgan Stanley duo Andrew Cappello and Christie Roberts of the Cappello Group into Merrill's Tampa office. Together, the two advisor-team handles $377.8 million in client assets.

.

UBS has hired former Merrill Lynch advisors Bradley Anderson, Michael Clancy and Steven Burch in Lake Oswego, Ore.

.

Another Merrill Lynch team-Maria Fruciano, Connor McKinney and Matthew Zaft - has joined Morgan Stanley Smith Barney in Washington, D.C.

.

After three decades at M.L. Stern and Southwest Securities, Neil Hattem is taking his $253 million in AUM to Stifel Nicolaus. He will serve as a first vice president in the Stifel's Los Angeles office.

.

Kenneth Fortini also joins Stifel Nicolaus as a first vice president in Plymouth, Mass. His team of Ralph Labriola and Nicholas DiMenna, who helped him manage $108 million, will follow him there.

.

Janney Montgomery Scott has hired Chris Willett, an industry veteran with more than three decades of experience and $200 million in AUM, from Morgan Keegan.

.

Citi Private Bank has hired Deutsche Bank executive Steven Young as an ultra-high-net-worth private banker and managing director in New York City.

Register or login for access to this item and much more

All On Wall Street content is archived after seven days.

Community members receive:
  • All recent and archived articles
  • Conference offers and updates
  • A full menu of enewsletter options
  • Web seminars, white papers, ebooks

Don't have an account? Register for Free Unlimited Access