Lisa Shidler

Braving 'garden leave' vagaries, Glenmede ramps up New York office by luring managing director from U.S. Trust 

Stanley, Jon.png

U.S. Trust

Glenmede

Mindy Diamond

Jonathan Stanley

<p>There are about $5 trillion of assets parked in traditional stock brokerage firms, but they're not likely to stay there. Every month, clients move some of their money to independent firms with fewer conflicts of interest. Brokers who want more control are moving their books of business, too.</p>
<p>In these Breakaway Stories, you'll find instructive, encouraging and sometimes funny stories about these breakaway brokers and their clients. The information in the stories is accurate as of the date of publication. We hope these tales are useful for breakaway prospects and for people interested in luring wirehouse talent to their firms.</p>

Breakaway Stories

How much of  the $1.5 billion in assets Jonathan Stanley oversaw will follow him to Glenmede is up in the air due to U.S. Trust's 60-day policy and other factors

Braving 'garden leave' vagaries, Glenmede ramps up New York office by luring managing director from U.S. Trust

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