RBC Wealth Management announced Friday that two advisors from First Republic Bank who oversee $400 million in client assets were joining its San Francisco office.
Mark Friedman and Mitchell Peters operate as the Friedman Peters Group.
Friedman has 25 years of experience, according to his BrokerCheck report. He had been affiliated with First Republic since 2017 and earlier spent 10 years at UBS and six years at Citigroup, after starting his career at Merrill Lynch.
Peters has 21 years of experience, according to BrokerCheck. He had been affiliated with First Republic since 2017 and earlier spent 11 years at UBS.
On Tuesday, RBC had announced that two solo advisors were joining from First Republic: Brian Addington, with $300 million in client assets, in the San Francisco office, and Theresa Allen, with $255 million in assets, in the Newport Beach, California, office.
A last-minute court filing ends a case against the federal tax-collecting agency that had drawn unprecedented conflict-of-interest questions from Democratic critics.
Advisors discuss their use of AI now and how it will change going forward
Medicare scam, pandemic benefit theft, offshore tax evasion — federal prosecutors are casting a wide net.
Report finds that pension income acts as a financial lifeline for retirees facing late-life shocks and raises urgent questions about the DC-only future.
Nine-month electronic trading freeze and share lending program at the center of dismissed claim.
As technical expertise becomes increasingly commoditized, advisors who can integrate strategy, relationships, and specialized expertise into a cohesive client experience will define the next era of wealth management
Growth may get the headlines, but in my experience, longevity is earned through structure, culture, and discipline
