FUNDRAISING NEWS | November 01, 2024
Tags: Personnel, Financial Advisor Move
RBC Wealth Management has added two teams operating out of Maryland and Connecticut managing a collective $1.45B in client assets, according to a report from Investment News.
Managing $1.05B in client assets, Baltimore-based Quarry Lake Group will operate out of RBC’s Quarry Lake branch, while The Smalley Girardi Group, which manages $400M in client assets, will work out of the Westport, CT, office.
The Quarry Lake Group is a team of six led by managing directors Avigail Rosemore and Avi Greenlinger. Smalley Girardi is a two-advisor team of Richard Smalley and Ali Girardi.
Written By: Dakota
LPL Scores $630M NJ Team from Corebridge
February 11, 2025
Ameriprise Nabs $130M Metro Sacramento Advisor from LPL
February 11, 2025
Bryn Mawr Trust Lands Doylestown (PA) Team from Truist
February 10, 2025
$200M NewSpring Wealth Joins Sanctuary Wealth from UBS
February 10, 2025
Wells Fargo Nabs $1.6B Metro LA Broadleaf Wealth Team from UBS
February 10, 2025
925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481
© Dakota 2025 | Terms of Use | Privacy Policy