MINNEAPOLIS, Minnesota (October 24, 2018) – RBC Wealth Management, one of the nation’s largest full-service wealth management firms, recently recruited a new team in Bloomfield Hills, MI, according to Kenneth M. Ross, senior managing director of the Pittsburgh Complex.
The Bosart Wealth Management Group consists of Eugene (Trip) Bosart, managing director – financial advisor; Robert Bosart, managing director – financial advisor; Brad Bosart, managing director – financial advisor; Joe Moynihan, senior vice president – financial advisor; Maddalena Parks, financial advisor; Timothy Gates, senior financial associate; Cathy Capozzo, senior registered client associate; Jennifer Connor, senior registered client associate; Diane Price, senior registered client associate; and Brianne Aubin, senior registered client associate. They manage more than $1.4 billion in assets and join RBC from Wells Fargo.
The team will work in RBC Wealth Management’s recently opened Bloomfield Hills, MI office.
“Our team decided to join RBC Wealth Management because of the firm’s deep resources and investments in the U.S., along with their reputation for putting the interests of clients first,” said Trip Bosart.
“As we grow and expand in the Bloomfield Hills area and beyond, we are looking to attract talented, high-quality teams like the Bosart Wealth Management Group,” said Ross. “They are incredibly well-respected, industry professionals who work diligently to provide the best service possible and develop deep relationships with their clients.”
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 $353 billion in total client assets with approximately 1,800 financial advisors operating in 200 locations in 42 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.