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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
November 14, 2024
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