Merrill nabs $1 billion team from Citi

A four-adviser team managing $1 billion at Citigroup Global Markets in Great Neck, New York, and Stamford, Connecticut, has moved to Merrill Lynch.

The team is led by Frank Falco, who is based in Great Neck and was with Citi for 22 years.

The three other advisers, based in Stamford, are: Kevin Condon, who spent seven years at Citi and started his career as a portfolio manager; John Huber, who was with Citi for 15 years; and Alexandra Maksimow, who spent 10 years at Citi, first as a commercial banker, then in the private bank and then as a private banker to high-net-worth clients.

[More: Recruiting slows in Q3, with moves down 4.4% vs. 2021]

Content Source

News Press Ohio – Latest News:
Columbus Local News || Cleveland Local News || Ohio State News || National News || Money and Economy News || Entertainment News || Tech News || Environment News

Related Articles

Back to top button