RBC recruits duo from Stifel
RBC Wealth Management continues to add financial advisers from competing brokerage firms and has now recruited a two-person team from Stifel Nicolaus & Co. Inc., a subsidiary of Stifel Financial Corp.
RBC Wealth Management continues to add financial advisers from competing brokerage firms and has now recruited a two-person team from Stifel Nicolaus & Co. Inc., a subsidiary of Stifel Financial Corp.
Cindy Dellinger and Mike Lamb, who specialize in fixed income, will join RBC as senior vice presidents and financial consultants in the firm’s San Francisco operations. They have nearly $3.9 million in combined trailing-12-month production, according to RBC spokesman Chris Nietupski.
Valerie DeSimone also joins Ms. Dellinger and Mr. Lamb in the San Francisco office as a senior associate.
The move to RBC allows the team to “utilize a much larger primary adviser platform for its clients,” according to a statement from the company, which added that Ms. Dellinger and Mr. Lamb each has at least 25 years of experience in the financial advisory business.
RBC recruited a total of 315 advisers in the fiscal year ended Oct. 31, Mr. Nietupski said.
“We took advantage of tremendous growth opportunities the changing markets afforded us,” he said.
RBC’s hiring pace this year seems to be heading in the same direction as last year’s; 23 financial consultants have joined the firm since the beginning of the fiscal year that began Nov. 1, Mr. Nietupski said.
E-mail Michelisa Lanche at [email protected].
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