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Friday, October 2, 2026The Morning Brief →Sign in
bank

Truist Bank

In PWD coverage since September 16, 2026 · 3 stories
1Deals on our tracker
Deal recordFull tracker →
Sep 15, 26Deal closedCIM Group · Fifth Third Bank · Flagstar Bank · Bryant Group Ventures · CIM-BGV Affordable Housing Impact Fund · $370M — coverage
PWD coverage
Moves

Rockefeller recruits Piedmont Wealth Partners, a $1B Truist team in Charlotte

Two of the three managing directors built their careers inside bank-owned brokerages; Brett T. Schmidt's record begins at BB&T Securities in 2012.
move · Sep 30Rockefeller adds Truist's $6.2 million Piedmont Wealth Partners team in Charlotte
capital · Sep 16Affordable housing equity is a bank product, and CIM-BGV knows it
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