MINNEAPOLIS, Minnesota (August 20, 2018) – RBC Wealth Management, one of the nation’s largest full-service wealth management firms, recently welcomed the Rosen Wealth Management Group to the San Francisco office, according to Michael Schipper, director of the Northern California complex.
The Rosen Wealth Management Group is comprised of Bruce Rosen, managing director – financial advisor who has 35 years of industry experience, Mary DuSablon, investment associate, and Mia Manahan, senior client associate. The team manages approximately $390 million in assets and joins from Wells Fargo.
“Our team decided to join RBC Wealth Management because of the firm’s long-standing reputation of putting clients first. After conducting significant due diligence on several competitive firms, we chose RBC’s Northern California complex due to its unique blend of global resources and the client-centric culture of a boutique firm,” said Rosen.
“We are thrilled to welcome Bruce to RBC Wealth Management. He is one of the premier fixed income advisors in the country and is a great addition as we continue our rapid growth in Northern California,” said Schipper. “We are continuing to attract not only the best advisors, but the best people, who fit in with our value-centric culture.”
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 $336 billion in total client assets with approximately 1,800 financial advisors operating in 200 locations in 40 states.
Jonell Lundquist, RBC Wealth Management, 612-371-2239, or firstname.lastname@example.org