RBC Wealth Management–U.S. adds $1B advisor team in San Francisco

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Team says RBC’s international capabilities, high-touch client-first approach and ease of doing business prompted move to firm that trusted friends say is the “gold standard” in the industry

SAN FRANCISCO (June 17, 2021) – RBC Wealth Management–U.S. today welcomed a team of financial advisors with $1 billion in client assets to its San Francisco office, specializing in goals-based wealth planning for ultra-high-net-worth individuals and families.

The Seidler Cattich Group joins from Wells Fargo and is composed of:

  • Joseph Seidler, Managing Director – Financial Advisor, who has 20 years of industry experience
  • Gary Cattich, Managing Director – Financial Advisor, who has 23 years of experience
  • Max Lewin, Financial Advisor, who has 4 years of experience
  • Kayvan Izadpanah, Financial Advisor, who has 10 years of experience
  • Roy Mendoza, Investment Associate, who has 29 years of experience

“Ultra-high-net-worth clients require an entirely different level of service,” Seidler said. “Their needs are unique, and advisors need the flexibility and authority to serve them based on those unique needs rather than treat them as a homogenous group. RBC Wealth Management offers high-tech, high-touch, immediate support that ultra-high-net-worth clients deserve. It’s something we’ve heard about from peers who have moved here, and we’ve already experienced it ourselves in the recruiting process.”

Those needs are even more specialized for clients who live or own property abroad, Seidler said. “As part of RBC, one of the largest financial services companies in the world serving 17 million clients in Canada, the U.S. and 34 other countries, we strive to offer international clients a level of expertise and service that is unparalleled.”

Seidler says the team spoke to RBC Wealth Management a few years ago when contemplating a move from UBS. “While what we heard about RBC sounded good, I honestly doubted whether it could all be true,” he said, “but as we’ve learned from friends who have moved here in the past year or so, it’s not only true, but even better than advertised. It’s kind of hard not to take a serious look at a place that people you trust say is the new gold standard in the industry. So here we are.”

“I couldn’t be more proud to welcome this team to RBC Wealth Management,” said Michael Schipper, Northern California complex director. “This is a team with a stellar reputation for serving clients. The fact that they are joining us because of what they’ve heard about RBC’s reputation and how easy it is to do business here speaks volumes.”

About RBC Wealth Management – U.S.

In the United States, RBC Wealth Management operates as a division of RBC Capital Markets, LLC. Founded in 1909, RBC Wealth Management 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 $500 billion in total client assets with more than 2,000 financial advisors operating in 180 locations in 42 states.

Media Contact

Hannah Pederson, RBC Wealth Management, 612-371-2365, hannah.pederson@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.