SEATTLE (December 2, 2020) – With nearly 20 years’ experience across the financial services and wealth management industries, including more than three years leading RBC Wealth Management – U.S.’s advisor development and engagement team, Nate Angelo has taken on the role of complex director for the organization’s Pacific Northwest Complex, effective December 1.
Angelo will lead 137 advisors and 10 branch offices managing roughly $20 billion in assets. He is among 21 complex directors throughout the U.S. and succeeds RBC veteran advisor and complex director David Moskovitz, who is moving back into a client-facing role as director of the firm’s Kirkland, Washington branch.
“Nate is a consummate leader and is already very well-known and respected among our team in the Pacific Northwest,” said Darryl Traweek, West Division director for RBC Wealth Management – U.S. “His drive, energy and focus on helping fortify advisor-client relationships make him a great fit for this role.”
Angelo started his career in a sales and account management role with Russell Investments, where he eventually became director of national accounts, responsible for strategic partners in the financial advisor-sold channel. He later became an independent advisor himself, and for the past three years has led the advisor development and engagement team at RBC Wealth Management with a focus on practice management and teams consulting for more than 2,000 advisors and their staff. He has been instrumental in enhancing coaching and consulting capabilities and helping advisors build their ideal practices – especially during the COVID-19 pandemic when advisors and clients quickly pivoted to virtual engagement.
“I’ve not only been an advisor myself, but I’ve led the RBC team charged with bringing cutting-edge tools, tech, guidance and advice to advisors during a time when our industry is evolving fast. I’m eager to bring this combination of unique experiences to my new role,” Angelo said. “The work of the advisor can have profound impact on clients’ lives, but how they do that work is paramount to the experiences they create and is what will be remembered most.”
“Nate brought a calm energy and great strategic guidance for advisors during an unpredictable and stressful year, and I’m eager to see him take on this new role,” said Tom Sagissor, president for RBC Wealth Management – U.S. “The close collaboration between Nate and David, as well as the guidance from divisional leadership, is emblematic of the great culture at RBC and our commitment to helping our team advance and evolve their careers with us.”
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 $416 billion in total client assets with more than 2,000 financial advisors operating in 179 locations in 42 states.
Tim Nelson, RBC Wealth Management, 612-371-2239, or tim.nelson@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.