A Daily Network publication
Explore the network
The Daily NetworkAbout the network →
Private Wealth DailyPrivate wealthDigital Capital DailyDigital assetsESG Capital DailySustainable capitalETF DailyETFsETF Pro AIThe fund terminalInsurance Capital DailyInsurance capitalInterval Fund DailySemi-liquid fundsPrivate Credit DailyPrivate creditPrivate Infrastructure DailyYou’re reading this editionPrivate Real Estate DailyReal estateRetirement Capital DailyRetirement assetsSecondaries DailySecondariesWealth Advisor Daily
Private Infrastructure Daily
Independent Intelligence on Infrastructure Capital
Friday, October 2, 2026The Morning Brief →Sign in
firm

Piedmont Wealth Partners

In PWD coverage since September 30, 2026 · 2 stories
2Moves on the wire · 12 months
Talent flow · 12 monthsOn the wire →
Advisor
Sep 30 · team liftout
Advisor
Sep 29 · team liftout
PWD coverage
Moves

Rockefeller recruits Piedmont Wealth Partners, a $1B Truist team in Charlotte

Two of the three managing directors built their careers inside bank-owned brokerages; Brett T. Schmidt's record begins at BB&T Securities in 2012.
move · Sep 30Rockefeller adds Truist's $6.2 million Piedmont Wealth Partners team in Charlotte
Every weekday · 6:30 a.m. ET

The Morning Brief

The latest from Private Infrastructure Daily, in your inbox every weekday. Free.