The latest executive moves, appointments and personnel changes in North American wealth management.

RBC Global Asset Management (US)
RBC Global Asset Management (US) (RBC GAM-US) has added two new US intermediary directors to target US broker dealers: Teddy Yannakouras (pictured), managing director, head of broker/dealer channel and Joe Dinaso, director of US intermediary sales, Northeast region. They both report to Dave Eikenberg head of US intermediary sales.

Yannakouras will be reponsible for building a team to drive sales through independent and regional broker dealer firms. Previously, he served as managing director, advisor channel sales, business development for Central Canada at RBC Global Asset Management. Over a decade in this role, he led up to 16 sales professionals, delivering mutual funds, ETFs, and hedge fund solutions while helping to grow net sales for this business line. As part of the leadership team, Yannakouras played a key role in accelerating growth, increasing market share and professionalizing the advisor channel sales organization.

Dinaso will be responsible for driving sales growth to independent broker dealers. With more than a decade of financial services experience, most recently Dinaso served as an institutional investment consultant at Nationwide Financial.

“We’re excited to add Teddy Yannakouras and Joe Dinaso to our growing US intermediary sales team,” said Dave Eikenberg, head of US intermediary sales at RBC Global Asset Management. “While RBC GAM’s US intermediary sales team has historically focused on selling to the independent RIA channel, these new hires will primarily focus on expanding RBC GAM’s US sales efforts to advisors within the broker dealer community.”

Carson Group
Carson Group, a wealth advisory firm with over $58 billion in assets under management (AuM), has announced that Tungsten Wealth Management – formerly from LPL Financial – has joined the firm's independent advisor channel. Led by founding partners and wealth advisors Shawn Peschke, CFP(R), CWS(R), and Rob Frits, CFP(R), CWS(R), the firm serves about $320 million in advisory and brokerage assets.

"By aligning with Carson, the Tungsten Wealth team has access to resources, technology and strategic support, allowing them to focus on what they do best: serving clients and building lasting relationships,” said Gregg Johnson, national sales director for Carson Group. “We look forward to a long-lasting partnership with Shawn, Rob and their entire team."

Peschke and Frits, who met as colleagues in 2007 before founding Tungsten Wealth in 2017, shared a vision to simplify the complexities for high net worth families through deeper, more personal guidance. Together, they bring nearly five decades of experience advising multigenerational clients on financial planning, with a core focus on longevity, trust and holistic advice. Today, the independent wealth management firm comprises six wealth advisors across offices in Edmond and Tulsa, Oklahoma, Bentonville, Arkansas and Lafayette, Louisiana.

"Our clients become our family," said Peschke. "Working with Carson allows us to preserve our close-knit, family-oriented firm culture while gaining access to more advanced technology, tax planning capabilities and regulatory support. Carson is the industry leader to help us grow the right way, with the right people."