LAKE FOREST, Ill. (Aug. 26, 2021) – RBC Wealth Management today welcomed a new team to its Lake Forest branch with over 70 years of combined experience and more than $500 million in assets. This is the second team to join the firm’s new Lake Forest branch, which opened this past April.
The Birkhauser Group comes to RBC from Merrill Lynch and includes:
“We were looking for a firm with a smaller feel and strong culture, that also shares our focus on the client-advisor relationship, and we found that in RBC Wealth Management,” Ryan Birkhauser said. “The culture, along with the financial stability and global resources of RBC, make it the right place for us.”
“The Birkhauser Group takes pride in fostering deep client relationships that span generations, and developing customized wealth management strategies to help clients navigate their lives,” said Justin Ferdula, Chicago complex director. “Throughout the due diligence process, I saw how much they care about their clients, and what a great fit they’d be for RBC. We’re thrilled to welcome them to the firm.”
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 $528 billion in total client assets with more than 2,100 financial advisors operating in 181 locations in 42 states.
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.