MINNEAPOLIS, Minnesota (August 10, 2017) – RBC Wealth Management, one of the nation’s largest full-service wealth management firms, recently welcomed Insight Private Wealth, a national financial advisor practice based in Boston and New York, according to Brian Katz, director of the Boston complex.
Insight Private Wealth is comprised of Paul L. Roche III, CFP®, CIMA®, Managing Director - Financial Advisor, who has 22 years of industry experience; Christopher R. Bayles, Managing Director - Financial Advisor, who brings 18 years of experience; Jennifer Reardon, CFP®, Senior Business Associate; and Yuri Dagan, CFA®, Registered Associate. The team manages in excess of $500 million for wealthy families, and were formerly Family Wealth Directors at Morgan Stanley.
“What attracted us to RBC was the firm’s commitment to delivering superior client service, and the trust and confidence instilled in all advisor and client relationships,” said Roche and Bayles. “In addition, the financial strength and stability combined with premier capital markets and investment banking capabilities were key factors in our decision.”
Insight Private Wealth will be a part of RBC Wealth Management’s exclusive RBC Private Wealth service offering. RBC Private Wealth is a multi-disciplinary team of global resources and professional advice designed to meet the unique needs of sophisticated families, including estate planning, advanced investment strategies, insurance and asset protection strategies, as well as liquidity planning leveraging credit and lending solutions.
“The addition of Insight Private Wealth further strengthens our commitment to attract premier advisory teams, and be the most trusted and capable wealth management firm for high net worth individuals and families with complex needs,” said Michael Armstrong, CEO of RBC Wealth Management – U.S.
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 $294 billion in total client assets with approximately 1,800 financial advisors operating in 200 locations in 40 states.
Jonell Lundquist, RBC Wealth Management