$475M UBS Team Jumps to RBC Wealth
The Michigan-based group spent the past nine years at UBS and earlier was part of Merrill Lynch.
A duo of veteran financial advisors from UBS recently joined RBC Wealth Management’s Bloomfield Hills, Michigan, office: The Loupee/Graziani Wealth Management Group, which works with roughly $475 million in assets.
The team includes:
- Robert Loupee, managing director and financial advisor, who has 41 years of industry experience;
- Michael Graziani, senior vice president and financial advisor, who has 25 years of experience; and
- Barbara Pesci, senior client associate, who has more than 30 years of experience.
“We were looking for a firm with a smaller feel and strong culture, but that also shares our focus on the client-advisor relationship, and we found that in RBC Wealth Management,” Loupee said in a statement.
The team spent the past nine years at UBS. Earlier, it was part of Merrill Lynch.
“We continue attracting the industry’s top talent to RBC Wealth Management, and the Loupee/Graziani WMG is no exception,” according to Ken Ross, director of RBC’s Pittsburgh complex.
RBC Wealth Management has some 2,000 advisors working with $414 billion in total client assets.
UBS has about 6,350 advisors in the Americas and $1.4 trillion in invested client assets in the region.