MINNEAPOLIS, Minnesota (May 15, 2017) – RBC Wealth Management, one of the nation’s largest full-service wealth management firms, recently welcomed the Core Group to the Boston and Century City offices from Morgan Stanley.
Joining the Boston office, which is led by Brian Katz, Boston Complex Director, are Alexander Sugar, CFP®, Managing Director – Financial Advisor, who earlier this year was named to the Financial Times’ “Top 400 Financial Advisors” list, and has 30 years of industry experience; Alex Davis, Vice President – Financial Advisor, who brings 17 years of experience; Sheila Golden, Senior Registered Client Associate, with 31 years of experience; and Annie Tse, Senior Registered Client Associate, who has 10 years of experience.
In Century City and Newport Beach are Graham O’Kelly, CFA®, Senior Vice President – Financial Advisor, who has 15 years of industry experience; Grant DeVaul, Senior Vice President – Financial Advisor, with 22 years of experience; and Taylor Biehn, Financial Advisor, with 4 years of experience. Also joining is Tricia Moses, Senior Business Associate, with 10 years of experience. The Century City and Newport Beach offices are led by Mike Melton, Director of the Southern California complex.
“What attracted us to RBC was the strength and stability of the firm, along with direct access to necessary resources that are valuable to the families that we serve,” said Sugar. “In addition, we wanted a firm that was client-focused and committed to our vision of family wealth management.”
The Core Group will be a part of RBC Wealth Management’s exclusive RBC Private Wealth service offering. RBC Private Wealth is a multi-disciplinary team of global resources and professional advice designed to meet the unique needs of sophisticated families, including estate planning, advanced investment strategies, insurance and asset protection strategies, as well as liquidity planning leveraging credit and lending solutions.
“RBC Wealth Management is committed to strengthening and growing our firm by attracting some of the best advisors in the industry,” said Katz. “The Core Group is a great example of a team that fits in well with RBC’s client-first culture. They are focused on providing the best service possible to their clients, and developing and implementing wealth management strategies to meet their clients’ individual needs.”
Sugar and DeVaul pioneered the focus on family wealth management after co-founding the Core Group at Bear Stearns in 1995.
In the United States, RBC Wealth Management operates as a division of RBC Capital Markets, LLC. Founded in 1909, RBC Capital Markets, LLC. is a member of the New York Stock Exchange, the Financial Industry Regulatory Authority, the Securities Investor Protection Corporation, and other major securities exchanges. RBC Wealth Management has $289 billion in total client assets with approximately 1,800 financial advisors operating in 200 locations in 40 states.
Jonell Lundquist, RBC Wealth Management612-371-2239, jonell.lundquist@rbc.com
Investment and insurance products offered through RBC Wealth Management are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, or guaranteed by, a bank or any bank affiliate, and are subject to investment risks, including possible loss of the principal amount invested.