Citi sues advisor who jumped to Morgan Stanley over $636 million book
Citi alleges Steven Taub is violating a 12-month nonsolicitation agreement and has already convinced clients to move more than $100 million.
Citigroup Inc. accused a former wealth manager of improperly trying to move client accounts worth $636 million to his new employer, Morgan Stanley.
Citi sued Steven I. Taub Thursday in New York state court, alleging he was contacting former clients in violation of a 12-month non-solicitation agre
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