Subscribe

Merrill nabs $1 billion team from Citi

$1 billion team Citi John Huber, Alexandra Maksimow, Frank Falco and Kevin Condon

A team of four advisers in suburban New York is making the switch.

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]

Related Topics: ,

Learn more about reprints and licensing for this article.

Recent Articles by Author

Meet the fastest-growing financial firms

Who made it to America’s list of fast-growing employers? Find out in this report.

Bridging the generational divide in finance

With younger generations entering the arena, it’s vital to know how to connect with them.

Fiduciary commitment should be table stakes

Speed and nature of new DOL rule has left many in the insurance industry fuming, losing sight of the impact on ordinary investors

Cresset adds two J.P. Morgan teams overseeing $5B

The two groups were among several former First Republic teams whose exits from J.P. Morgan were announced Friday.

Ascensus buying Vanguard small-business retirement offerings

The company is acquiring the Individual 401(k), Multi-SEP, and SIMPLE IRA plan businesses from Vanguard.

X

Subscribe and Save 60%

Premium Access
Print + Digital

Learn more
Subscribe to Print