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Who's Moving Where In Wealth Management? – K1x, RBC
Editorial Staff
23 October 2026
K1x The team has joined from UBS where it oversaw more than $1 billion in client assets. The group includes Raymond Nepa, managing director and financial advisor; Jennifer Susco, MD and FA; Julia Munchel, first vice president and FA; Karen Venneri, senior investment associate; and Max Freed, client associate.
K1x, an AI-native tax platform built for alternative investments and private market workflows, has announced a number of appointments. The organization recently had a $175 million growth round led by Sumeru Equity Partners.
Jessica McAlpine is joining as chief product officer.
Christopher Sanders, formerly of Ready Education, is joining as chief financial officer, and Heather Teicher is joining as senior vice president, marketing.
RBC
RBC Wealth Management – US welcomed the Nepa/Susco Team to its Pittsburgh North branch yesterday.