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Tuesday, September 15, 2026The Morning Brief →Sign in
bank

First Citizens Bank

In PWD coverage since August 28, 2026 · 2 stories
2Deals on our tracker
+4Talent net · 12 months4 in · 0 out
Talent flow · 12 monthsOn the wire →
Net +4 · 4 arrivals · 0 departures
Arrivals
Rob Lunn
Aug 21 · from Morgan Stanley
Matt Newnham
Aug 14
Michael Yannell
Aug 14
Adam Clark
Aug 14 · from JP Morgan
Departures
None tracked.
Deal recordFull tracker →
Sep 13, 26Deal announcedMorningstar Properties · Blue Doors Storage Fund IV · $157M — coverage
Aug 27, 26Deal announcedCal Wellness — coverage
PWD coverage
debt

First Citizens refinances Morningstar's Blue Doors storage fund with $157m

A refinance with no disclosed paydown extends a storage relationship and rolls a maturity forward; the next facility will show whether the relationship got priced.
allocators · Aug 28Cal Wellness and First Citizens back a community ownership debt fund
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