NEW YORK (February 2, 2016) - RBC Wealth Management, one of the nation’s largest wealth management firms, recently welcomed a team of three financial advisors to the Midtown New York office, according to John Moran, director of the Midtown complex.
The team of financial advisors, made up of Managing Director Scott Edwards, Managing Director George Kursar and Senior Vice President Michael Occhiuto, is formerly of Jefferies’ New York City office, and has $4.1 million in production. Collectively, all three financial advisors bring more than 30 years of experience on Wall Street.
“We are thrilled to welcome Scott, George and Michael to the New York office of RBC Wealth Management,” said Moran. “They are an extremely well-respected team of advisors, and bring a strong background of industry knowledge and client-first focus for family office, ultra-high net worth and Institutional clients.”
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 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 $273 billion in total client assets with 1,900 financial advisors operating in 200 locations in 41 states.
Jonell Lundquist, RBC Wealth Management,