People Moves

Who's Moving Where In Wealth Management? - Raymond James, RBC WM

Editorial Staff August 31, 2017

Who's Moving Where In Wealth Management? - Raymond James, RBC WM

Here is a round-up of today's personnel moves in the North America wealth management sector.

Raymond James
Raymond James has hired two new financial advisors, Rosa Ebling and Jack Bayer, to join its Chicago office, managed by complex manager Brian Lampsa. 

Ebling joined from Robert W Baird & Co, where she previously managed $193 million in client assets. Bayer came over from JP Morgan Securities, where he previously managed $230 million in client assets. 

RBC Wealth Management
Royal Bank of Canada Wealth Management has bolstered its presence in Pittsburgh with the addition of a new $205 million team, according to Kenneth Ross, senior managing director of the complex. 

The team is comprised of Bruce Georgi, a financial advisor with more than 32 years' experience, and Gerald Barkley, a financial advisor with 16 years of experience.

Together, they manage around $205 million in client assets with $1.4 million in production. 

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