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Nate Angelo will be responsible for 137 advisors who manage roughly $20 billion in assets.
December 4 -
The advisors know RBC’s Pittsburgh complex director from earlier in their careers, when all three men worked at Smith Barney.
November 30 -
The former wirehouse advisors specialize in financial strategies for high-net-worth clients, families and businesses.
October 28 -
The advisors are reuniting with a former Smith Barney colleague in one of the firm’s largest hires of the year.
October 16 -
The multigenerational group includes a grandfather, father and son.
October 5 -
The new recruits came at the expense of Merrill Lynch, UBS and Wells Fargo.
September 30 -
The firm expands on both coasts with Glasband Stempel Wealth Management in Florida and Carol Wilshire in California.
September 4 -
“The strategy was really tied to choosing the right partners who we knew had a greater likelihood of integrating well together,” says Amit Sahasrabudhe, COO of the firm’s U.S. wealth management business.
August 28 -
The new hire joins a fast-growing complex in Northern California.
July 20 -
The bank’s home city of Toronto boasts a population that is more than 50% foreign-born, but there is little diversity in the upper echelons of its financial firms.
July 7