People Moves
Who's Moving Where In Wealth Management? β RBC Wealth Management, SoundRidge Private Wealth
The latest moves, appointments and personnel changes in the North American wealth management industry.
RBC Wealth Management
RBC Wealth Management β US has added the Rottenberg Wealth
Management Group in Florham Park, New Jersey. The team is led by
father-son duo Hank and Matthew Rottenberg, both financial
advisors β senior vice presidents.
The team was previously at UBS where it managed nearly $400 million in client assets. They are joined by client associate Giancarlo Intili.
SoundRidge Private Wealth
SoundRidge
Private Wealth, a Manhattan-based financial advisory practice
affiliated with Wells Fargo Advisors Financial Network (FiNet),
said Michael A Coraggio has become managing director. He has
joined from Janney Montgomery Scott.
Coraggio brings more than three decades of experience in the financial services industry.
The firm said Coraggioβs addition is the first of several planned expansions.