Lisa Quadrini, who managed $500 million at the private bank of Wells Fargo Advisors, has joined registered investment adviser Brandywine Oak Private Wealth in Kennett Square, Pennsylvania.
Brandywine Oak has $1 billion in client assets under advisement.
Quadrini will be working from Kiawah Island, South Carolina, as well as the firm’s Kennett Square office.
Quadrini joined Merrill Lynch in 1999 and worked with the Brandywine Oak team there 1999 to 2008. She joined UBS in 2008 and moved to Wells Fargo in 2016.
Firms continue their quest to attract and retain the best advisor teams.
A survey from TacticalMind AI found 69% of advisors say a high-quality AI platform that makes investment recommendations and constructs portfolios is worth $500 monthly, while research-only tools are valued closer to $250.
The alts tech provider's latest integration lets advisors query fund data and surface portfolio insights without leaving their primary workspace.
The regulator is scrutinizing how some firms oversee concentrated positions in complex "worst-of" notes – and wants answers.
Meanwhile, Carson Group fully integrates a decades-old practice in Phoenix, Arizona, and Triad Wealth touts its 5x growth to hit a $2 billion milestone.
As technical expertise becomes increasingly commoditized, advisors who can integrate strategy, relationships, and specialized expertise into a cohesive client experience will define the next era of wealth management
Growth may get the headlines, but in my experience, longevity is earned through structure, culture, and discipline
