争议事件
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2026
BOK Financial 起诉前顾问及 Cerity Partners
提起诉讼
BOK Financial Private Wealth 在亚利桑那州联邦法院起诉两名前员工、其配偶及 Cerity Partners。诉状指称他们招揽客户，并违反雇佣协议及客户信息保护约定。该诉讼涉及这些前员工转投 Cerity Partners 一事。
来源摘录
A Colorado-based private wealth firm is suing two of its former employees and Cerity Partners, alleging that the duo solicited clients and took client information in breach of their employment contracts.
In the suit filed in Arizona federal court, BOK Financial Private Wealth sued former advisor (and president) Eric Holt and former client service manager Ashleigh Zielinski (and their spouses), as well as Cerity.