Subscribe

UBS adviser managing $220 million moves to RBC

RBC-logo

Wirehouse veteran Carol Wilshire will start a team in Manhattan Beach, California

Veteran wirehouse solo adviser Carol Wilshire, who managed $220 million at UBS in downtown Los Angeles, has joined RBC Wealth Management’s Manhattan Beach branch. She plans to build a team there.

Wilshire had been with UBS for 11 years. Earlier, she was with Citigroup for 12 years.

[More: Merrill team with $1.4 billion joins RBC]

Related Topics: , ,

Learn more about reprints and licensing for this article.

Recent Articles by Author

Cresset adds two J.P. Morgan teams overseeing $5B

The two groups were among several former First Republic teams whose exits from J.P. Morgan were announced Friday.

Ascensus buying Vanguard small-business retirement offerings

The company is acquiring the Individual 401(k), Multi-SEP, and SIMPLE IRA plan businesses from Vanguard.

Raymond James adds advisor from Wells Fargo

South Florida-based advisor had been overseeing $105 million in client assets at Wells.

Dimon says AI could be ‘transformational’

JPMorgan Chase's CEO says AI's impact on the economy could equal that of the steam engine.

Commonwealth case sends crystal-clear message

KO blow from the SEC offers pointed lesson: Don’t fight Uncle Sam

X

Subscribe and Save 60%

Premium Access
Print + Digital

Learn more
Subscribe to Print