$1B team joins RBC Wealth Management in Pacific Northwest

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PORTLAND, Ore. (Sept. 17, 2021) – RBC Wealth Management has recruited an eight-member team to its Portland branch with more than 150 years of combined experience and $1 billion in assets.

The Inter Alia Group comes to RBC Wealth Management from Merrill Lynch and includes:

  • Stephen J. Groth, CIMA®, CRPC®, CPFA, CPWA®, Managing Director – Financial Advisor, who has 30 years of experience in the financial services industry
  • Patrick M. Cummings, CFP®, Managing Director – Financial Advisor, who has 17 years of experience
  • Robert V. Chavez, Senior Vice President – Financial Advisor, who has 20 years of experience
  • Katrina R. Stump, First Vice President – Financial Advisor, who has 10 years of experience
  • Susan K. Junell, Senior Registered Client Associate, who has 33 years of experience
  • Mimi Jue, Senior Registered Client Associate, who has 25 years of experience
  • Deborah A. Jenkins, Senior Registered Client Associate, who has 22 years of experience
  • Rachel Akerson, Senior Registered Client Associate, who has 16 years of experience

The team name, Inter Alia, is Latin for “among other things” and refers to the team’s approach of helping clients place their wealth within the context of their full lives, addressing the complex and interrelated issues high-net-worth individuals and families face.

“RBC Wealth Management offered our clients the scale, capabilities, and strong balance sheet that comes from one of the largest financial institutions in North America,” Patrick Cummings said. “What we found attractive was that this benefit is paired with a more boutique atmosphere and a flat management structure, which empowers us to deliver the customized solutions that our clients deserve and expect. We couldn’t be more excited to join RBC Wealth Management.”

“The Inter Alia Group is a diverse, multi-generational team that is truly passionate about helping their clients simplify complex problems and developing wealth strategies tailored to the distinctive circumstances of each client,” said Nate Angelo, Pacific Northwest Complex director. “We’re excited to welcome this talented team to our growing Pacific Northwest Complex.”

“They are forward-thinking advisors whose business embraces the future of our industry by leveraging technology to support the advisor-client relationship. They are a great fit for our firm, and we’re so glad they chose RBC Wealth Management,” said Tom Meagher, Portland branch director.

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 $528 billion in total client assets with more than 2,100 financial advisors operating in 181 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.