People Moves
Who's Moving Where In Wealth Management? - RBC Wealth Management, Pascal, Others
The latest moves in senior wealth management from across the US.
RBC Wealth Management
RBC Wealth Management – US today named Lauri Droster to the
role of St Paul complex director, effective August 1.
Droster will oversee eight branches, 88 advisors and 75 support staff.
Prior to this, Droster was branch director of RBC Wealth Management’s Madison, Wisconsin branch. She began her career in the securities industry in 1986 in the operations area of a bank trust department. She joined RBC Wealth Management - US in 1992, and assumed leadership of the team in 2001.
Droster graduated from the University of Wisconsin–Stevens Point with a bachelor of science in mathematics and earned a master of business administration from Edgewood College. In 2001, she achieved the Certified Financial Planner™ certification, and in 2011 she completed RBC’s Accredited Wealth Manager program.
Pascal
Pascal
Financial, the wealth management technology firm, has
appointed Howard Atkinson as chief business officer.
Atkinson will report to Frances Zomer, chief executive of Pascal.
Pascal launched an artificial intelligence-driven platform, using insight drawn from behavioral finance, in the first quarter of this year. It plans more launches for the Cayman Islands and the US.
Argent
Argent
Financial Group, the wealth management business operating in
the southern states of the US, has partnered with Todd DeKruyter
and DK Financial. DeKruyter has worked in the family financial
planning industry for more than 10 years and will serve as a
family wealth strategist on behalf of Argent’s Family Wealth
Services division.
DeKruyter is a managing partner at DK Financial and previously served as president of Family Meridian, an educational organization that provides resources to help high net worth families thrive. He has also worked as an executive at Larson Financial Group and as a pastor.
DeKruyter earned his bachelor’s degree from Huntington University, his master’s from Trinity Evangelical Divinity School and also studied at Harvard Business School. DeKruyter has had two works related to legacy planning published - his own book Navigating Life with More Than Enough, and a chapter in the book unPrepared: Heirs at Risk: 14 Elements of Successful Wealth Transfer, edited by Steve Gardner.
