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Advisor Anthony David has created his own practice, Adalan Private Wealth, and aligned with Concurrent Advisors, a super OSJ of Raymond James Financial Services.

Musk faces the unusually high tax bill after exercising almost 15 million options and selling millions of shares to cover taxes.

Charles Hannant spent about five years in UBS’s unit for lending substantial sums to clients of its investment bank and wealth-management division, including billionaires and family offices.

The former senior vice president for Salesforce will lead the Client Relationship Group starting in January.

Harris, 59, had been chair of the Morgan Stanley Foundation from 2005 to 2014. She will be a senior client advisor.

During a year when ever-larger RIAs are being acquired, Hightower says it reached a deal with 6 Meridian, a $1.8 billion AUM firm in Wichita, Kan.

'This gives us an opportunity to provide wealth management services to what may be around 1 million participants in 401(k) plans all over the country,' Mallouk says.

Credit Suisse also appointed investment bank chief Christian Meissner to run the Americas.