People Moves

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

Editorial Staff 3 August 2017

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

The latest moves in the wealth management industry in North America.

RBC Wealth Management

RBC Wealth Management has appointed Matt Wunder as branch director of its Mclean, Virginia office, the firm said in a statement.

Wunder has joined RBC Wealth Management from Stifel Nicolaus & Company where he was vice president,branch administrative manager.  

He has 15 years of industry experience. 

Raymond James

Alex. Brown, a division of Raymond James, has appointed managing director and client advisor Todd Kissel; vice president, investments and client advisor Joshua Pasahow; investment portfolio associate Ida Ng; and senior client service associate John Rivera based in the Park Avenue, New York City office of Alex, the firm said in a statement.

Kissel also maintains an office in Boca Raton, Florida.

The team, which operates as East Coast Advisors, came to Alex. Brown from Morgan Stanley, where they managed over $500 million in client assets and generated more than $3.3 million in annual fees and commissions.

With over 30 years’ experience, Kissel began his financial services career in 1986 in New York with Merrill Lynch. He joined UBS in 2000, and then in 2008 moved to Citigroup Smith Barney, which was acquired by Morgan Stanley in 2009. Pasahow began his financial services career in 2008 when he joined Citigroup Smith Barney and ultimately to become a senior portfolio manager at Morgan Stanley, working with Kissel.

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