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May 18, 2017 at 09:15 PM
RBC Wealth Management said the Core Group has moved to its Private Wealth offices in Boston and Southern California from Morgan Stanley. The team includes Boston-based advisors Alexander Sugar, CFP, who has 30 years of industry experience; and Alex Davis, 17 years of experience.
Advisors coming on board in Century City and Newport Beach, California, are Graham O’Kelly, CFA, who has 15 years of industry experience; Grant DeVaul, an advisor with 22 years of experience; and Taylor Biehn, a registered rep with four years of experience.
According to RBC Wealth, Sugar and DeVaul helped the industry pioneer “the focus on family wealth management after co-founding the Core Group at Bear Stearns in 1995.”
“What attracted us to RBC was the strength and stability of the firm, along with direct access to necessary resources that are valuable to the families that we serve,” said Sugar, in a statement. “In addition, we wanted a firm that was client-focused and committed to our vision of family wealth management.”
RBC Wealth has $289 billion in total client assets and roughly 1,800 financial advisors.
Baird News
Wealth management firm Baird said the Tolbert Group joined it in Oak Brook, Illinois, with four financial professionals. The team oversees $178 million in assets and generates $1.4 million in annual fees and commissions.
The team is led by veteran advisor Jeffrey Tolbert, who will also serve as resident manager of the Oak Brook office. Tolbert began work in the business in 1983 at Prudential Securities. He was with UBS from 1994 through 2017.
Also moving to Baird are Susan Bronzell, Matthew Tolbert and Anthony Capitani, a chartered retirement planning counselor and certified divorce financial analyst.
Baird’s wealth group includes 880 financial advisors and client assets of $117 billion.
Raymond James’ Hires
