FUNDRAISING NEWS | August 23, 2024
RBC Wealth Management has recruited The Paradigm Group, a team from Morgan Stanley managing around $693 million in client assets. The team, now based in a new Cincinnati branch, consists of advisors Kyle McLaughlin, Joseph Goetzinger, Robert Hill, Terry Regan, and Brandon Vornhagen, with support from associates Mary Lynn Bosway, Sam Mayne, Maureen Regan, and Suzi Wood.
The Paradigm Group specializes in serving high-net-worth and ultra-high-net-worth families, business owners, and executives. Kyle McLaughlin highlighted RBC Wealth Management's "client-centric approach" and its strengths in global reach, financial stability, lending capabilities, and asset and liability management as key reasons for the move.
McLaughlin has been in the industry since 1995, with experience at PNC Brokerage Corp, Robert W. Baird & Co., Network Planning Advisors, Northwestern Mutual, Raymond James & Associates, and Morgan Stanley. Joseph Goetzinger entered the industry in 2011, having worked at Northwestern Mutual, PNC Investments, and Morgan Stanley. Robert Hill began his career in 2007 with Fidelity and has also been registered with Fifth Third Securities. Terry Regan started in 2006 with Northwestern Mutual and later worked at Raymond James & Associates. Brandon Vornhagen, the most recent entrant, began his career in 2020 at W&S Brokerage Services and has also been with MML Investors Services and Morgan Stanley. The team believes RBC's offerings are well-suited to their clients' needs.
John Washington is the Data Research Analyst at Dakota.
