People Moves

Who's Moving Where In Wealth Management? - RBC Wealth Management, Wilmington Trust, Others

Editorial Staff October 25, 2018

Who's Moving Where In Wealth Management? - RBC Wealth Management, Wilmington Trust, Others

The latest moves in wealth management across North America.

RBC Wealth Management
RBC Wealth Management has recruited a new team in Bloomfield Hills, Michigan. They manage more than $1.4 billion in assets and join RBC from Wells Fargo. 

The Bosart Wealth Management Group consists of Eugene Bosart, managing director – financial advisor; Robert Bosart, managing director – financial advisor; Brad Bosart, managing director – financial advisor; Joe Moynihan, senior vice president – financial advisor; Maddalena Parks, financial advisor; Timothy Gates, senior financial associate; Cathy Capozzo, senior registered client associate; Jennifer Connor, senior registered client associate; Diane Price, senior registered client associate; and Brianne Aubin, senior registered client associate.  

The team will work in RBC Wealth Management’s recently opened Bloomfield Hills office. 

Wilmington Trust
Wilmington Trust has appointed Rhonda Pirvulescu as a senior private banker in the company’s office in New York City. 

In this role, she will provide lending strategies and cash management advice to high net worth clients. She will also be responsible for coordinating a range of specialized services available through Wilmington Trust’s wealth advisory team and M&T Bank.

Prior to joining Wilmington Trust, Pirvulescu was a senior vice president and private client manager for 15 years at US Trust, Bank of America Private Wealth Management. Earlier in her career, she spent five years with JP Morgan Private Bank.

Bank of America
Bank of America has appointed Clayton Rose to join its board of directors. He is a member of the audit and compensation and benefits committees.

Rose served as a director from 2013 until 2015, when he was appointed to his current position as president of Bowdoin College in Brunswick, Maine.

He is a former senior executive with JP Morgan & Co. During his approximately two decades with the firm, he headed two of the five major lines of business – global investment banking and global equities – and was a member of the senior management team.

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