Truist advisers managing $446 million depart for D.A. Davidson

Truist advisers managing $446 million depart for D.A. Davidson
Gary Kurtz and Michael Campos are opening an office in Lexington, South Carolina.
OCT 26, 2022

Gary Kurtz and Michael Campos, solo advisers who together managed $446 million at Truist, have joined investment firm D.A. Davidson and will operate their firms from a new office in Lexington, South Carolina.

Kurtz and Campos had been with Truist and its predecessor firms for 16 years and 10 years, respectively.

They were joined in the move by three staffers.

Kurtz will operate Kurtz Wealth Management and Campos will operate Campos Wealth Strategies.

Michael Purpura, president of wealth management at D.A. Davidson, noted in a statement that this is the third location in the South that the firm has added this year.

The high stakes of the midterm election

Latest News

Roughly three-fifths of Americans agree on higher taxes for large corporations, higher-income households
Roughly three-fifths of Americans agree on higher taxes for large corporations, higher-income households

Pew survey reveals slight majority consensus on tax rates, but views splinter based on political alignment and income levels.

The Fed's going to cut rates
The Fed's going to cut rates

While the Federal Reserve's decision to hold interest rates steady in March was widely expected, it's the reactions from financial professionals that provide a more nuanced picture of the central bank's approach.

Ontario Pension Fund revamps PE business in light of global risk
Ontario Pension Fund revamps PE business in light of global risk

The pioneering member of Canada's Maple Eight is stepping back from its go-it-alone private equity approach as a drought in deals and Trump's trade war prompt a rethink.

Raymond James, RBC reel in UBS advisors managing over $690M in assets
Raymond James, RBC reel in UBS advisors managing over $690M in assets

The firms' latest additions in Florida and Nevada come as a strategic change at UBS raises risk of advisor defections.

Assetmark debuts new advisor succession planning program
Assetmark debuts new advisor succession planning program

The new program offers opportunities and events structured for rookies, next-gen advisor leaders, and soon-to-exit veterans.

SPONSORED Beyond the all-in-one: Why specialization is key in wealth tech

In an industry of broad solutions, firms like intelliflo prove 'you just need tools that play well together'

SPONSORED Record growth: Interval funds emerge as key players in alternative investments

Blue Vault Alts Summit highlights the role of liquidity-focused funds in reshaping advisor strategies