People Moves

Who's Moving Where In Wealth Management? - Argent, RBC

Editorial Staff 24 January 2019

Who's Moving Where In Wealth Management? - Argent, RBC

The latest moves in the North America wealth management market.

Argent Financial Group 
Argent Financial Group has named Michael S Nutter as senior vice president and wealth advisor, based in the Argent Trust Company office in Dallas.

Nutter reports to Argent Trust Company Dallas market president Linda S Baker.

With more than 45 years in the fiduciary wealth management area, Nutter most recently served as regional manager for trust administration with Frost Bank. Before that, he was trust team leader for Chase Bank and JP Morgan Private Bank. Nutter graduated from Michigan State University in 1970 with a bachelor’s degree in business administration.

RBC
RBC Wealth Management has brought a new team into its Edina, Minnesota office. 

The Opp Kozlak Wealth Management Group comprises Peter Opp, senior vice president - financial advisor, who joins with more than 25 years of industry experience; Joel Kozlak, CPWA®, CRPC®, senior vice president – financial advisor, who has over 30 years of experience; Jessica Wright, financial advisor, who has 18 years of experience, and Christina Jamnik, senior registered client associate. 

The team manages approximately $300 million in client assets and joins RBC from Merrill Lynch.

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