The team, previously with Morgan Stanley, has joined the US wealth arm of Royal Bank of Canada.

RBC Wealth Management has welcomed The Quarry Lake Group in Maryland with $1.05 billion in assets under management. 

The team, joining from Morgan Stanley, includes Avigail Rosemore, managing director - financial advisor, senior portfolio manager; Avi Greenlinger, MD, financial advisor, SPM; Aaron Forker, associate vice president, senior financial associate; Yitzi Teichman, AVP, financial advisor; Alan Wolfe, AVP, senior business associate; and Sharon Wunder, branch service manager.

“We recognized the strength of RBC and its global brand. The firm’s ability to support us in risk management, liabilities, trusts and estate planning strategies was an attractive element as well,” Rosemore said in a statement. 

In the US, RBC Wealth Management had $619 billion in total client assets (as of July 31, 2024) with more than 2,100 financial advisors in 42 states.