People Moves

Who's Moving Where In Wealth Management? – EP Wealth Advisors, RBC WM

Editorial Staff May 1, 2024

Who's Moving Where In Wealth Management? – EP Wealth Advisors, RBC WM

The latest senior moves and appointments across the North America wealth management market.

EP Wealth Advisors
EP Wealth Advisors, an RIA, has added Joe Palumbo and Adam Fein as senior vice presidents, both focusing professional athletes, coaches, collegiate athletes with name/image/likeness deals and high net worth individuals. 

The duo will become a part of EP’s San Diego region, with a strong affiliation to the firm’s Utah-based offices in connection with their client roster, EP Wealth Advisors said in a statement today.

Palumbo and Fein are from RBC Wealth Management, where they served as vice president and senior financial associate, respectively, in the sports and entertainment practice group. Their client roster includes two athletes selected in the first round of last week’s NFL draft, NFL veterans, a UFC champion, and more. EP advisors across the country serve a number of athletes, including PGA and NHL professionals. 

RBC Wealth Management
RBC Wealth Management in the US has brought in a financial advisor to its Century City office with about $780 million in client assets and deposits, as well as a significant lending portfolio.

Mike Shayestehfar (pictured), managing director, is joining from First Republic Bank/JPMorgan, along with support staff member Eliana Garcia, client associate.

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