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FUNDRAISING NEWS | November 01, 2024

Report: RBC Lands $1.45B Northeast Teams from Morgan Stanley

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.

Source: https://www.investmentnews.com/advisor-moves/rbc-lands-two-morgan-stanley-teams-with-a-combined-145b-in-assets/257980#

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