People Moves
Who's Moving Where In Wealth Management? - RBC Wealth Management, Baird
The latest moves in wealth management across North America.
RBC Wealth Management
RBC
Wealth Management has appointed Bruce Gelfand to its
Midtown, New York office, and Stephen Pendergast to its Stamford
office.
Gelfand joins the firm from Wells Fargo Advisors as first vice
president and financial advisor. He has 22 years of industry
experience and manages approximately $190 million in assets under
administration.
Pendergast also joins the firm from Wells Fargo as a financial
advisor Stamford office. He has $142 million in
assets.
Baird
Baird,
an international, employee-owned wealth management firm, has
hired the Planning Group of the Northwest to its Anchorage,
Alaska office. Financial advisors Margaret Price, Sarah Springer,
and Grant Shearer will all join as managing directors.
Price has 35 years of industry experience to Baird. Springer has
over 15 years of industry experience to Baird. Shearer joins
Baird with nearly 20 years of industry experience.
