DENVER (October 25, 2019) – RBC Wealth Management, one of the nation’s largest full-service wealth management firms, recently welcomed a new team to its Denver branch, according to Dan Ball, director of the firm’s Denver complex.
The Santangelo Group is composed of Jay Paul Santangelo, CIMA, Senior Vice President - Financial Advisor, who has 30 years of industry experience; Pasha Ghaemi, Associate Vice President - Financial Advisor, who has 5 years of experience; Foster Manierre, Financial Advisor, who has 6 years of experience; and Registered Client Associate Kali McFarland. The team manages approximately $246 million in assets and comes to RBC Wealth Management from Merrill Lynch.
“RBC Wealth Management has a long-standing reputation for putting the needs of clients above all,” Santangelo said. “The firm’s unique culture, along with the financial stability and resources of global leader RBC, make it a great place for us to continue to grow our business.”
“We are thrilled to welcome the Santangelo Group to our Denver office,” Ball said. “They share our client-first approach and take the time to understand their clients’ individual goals so that they can develop comprehensive plans to address specific preferences and needs.”
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 $384 billion in total client assets with more than 1,900 financial advisors operating in 170 locations in 42 states.
Tim Nelson, RBC Wealth Management, 612-371-2239, or Tim.firstname.lastname@example.org