MINNEAPOLIS, Minnesota (November 30, 2017) – RBC Wealth Management, one of the nation’s largest full-service wealth management firms, recently welcomed First Vice President – Financial Advisor Bruce Gelfand to the Midtown – New York office, according to John Moran, Director of the Midtown Complex.
Gelfand brings 22 years of industry experience and manages approximately $190 million in assets under administration. He joins from Wells Fargo Advisors.
“After considerable due diligence, I decided to join RBC Wealth Management because of the global resources of RBC coupled with the small-firm culture,” said Gelfand.
“We are proud to welcome Bruce to our Midtown office,” said Moran. “He is an experienced, successful advisor who is focused on helping clients achieve their financial goals. Bruce will continue to serve high-net-worth and corporate retirement services marketplaces.”
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 $310 billion in total client assets with approximately 1,800 financial advisors operating in 200 locations in 40 states.
Jonell Lundquist, RBC Wealth Management, 612-371-2239 or 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.