RBC Wealth Management Brings Over Core Group Business

Tom Burroughes

16 May 2017

RBC Wealth Management has brought over the Core Group to the Boston and Century City offices from Morgan Stanley, it announced yesterday.

The Core Group will be a part of RBC Wealth Management’s RBC Private Wealth service offering. RBC Private Wealth is a multi-disciplinary team of global resources and professional advice designed to meet the unique needs of sophisticated families, including estate planning, advanced investment strategies, insurance and asset protection strategies, as well as liquidity planning leveraging credit and lending solutions.

Joining the Boston office, which is led by Brian Katz, Boston complex director, are Alexander Sugar, CFP®, managing director and financial advisor, with 30 years of industry experience; Alex Davis, vice president and financial advisor, with 17 years of experience; Sheila Golden, senior registered client associate, with 31 years of experience; and Annie Tse, senior registered client associate, who has 10 years of experience.

In Century City and Newport Beach are Graham O’Kelly, CFA®, SVP and financial advisor ; Grant DeVaul, SVP, financial advisor and Taylor Biehn, financial advisor . Also joining is Tricia Moses, senior business associate, with 10 years of experience.

The Century City and Newport Beach offices are led by Mike Melton, Director of the Southern California complex. Sugar and DeVaul pioneered the focus on family wealth management after co-founding the Core Group at Bear Stearns in 1995.

In the US, RBC Wealth Management operates as a division of RBC Capital Markets.