People Moves

Who's Moving Where In Wealth Management? - RBC Wealth Management, Lenox Advisors

Editorial Staff November 2, 2017

Who's Moving Where In Wealth Management? - RBC Wealth Management, Lenox Advisors

The latest moves in wealth management across North America.

RBC Wealth Management
RBC Wealth Management, has hired PVG Group to its recently-opened Palos Verdes, California office, as the bank continues to expand across the US, the firm said in a statement.

The PVG Group is comprised of financial advisors Larry Prutch, senior vice president; Cengiz Volkan, senior vice president; Alan Goldstein, first vice president; and Neil Fujita, first vice president. 

Also part of the PVG Group are Teresa Ortega, senior registered client associate, Annelyn Drollinger, senior registered client associate, Steve Yun, client associate and Gary Gray, investment associate. They manage more than $610 million in assets and join RBC WM from Merrill Lynch. 

The Palos Verdes branch opened on October 27. 

Lenox Advisors
Lenox Advisors, a wealth and insurance advisory firm focusing on high net worth individuals, has appointed Kyle Martin as an asset manager based in Bloomingdale, Illinois, the firm said in a statement.

Martin will work alongside Patrick Murphy, managing director, to develop and deliver customized investment strategies for its clients. He will also focus on the generational differences that affect building wealth and investment decisions.

Prior to joining Lenox, he was a senior regional sales consultant at PowerShares by Invesco, where he educated advisors on the tax efficiencies and unique benefits that exchange-traded funds can bring to client's portfolios. He began his career at IBM as a business analytic sales specialist.

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