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

Editorial Staff

9 August 2017

RBC Wealth Management
has appointed Justin Waterman as partner and named Sarah Silverio as vice president. The duo advise on $500 million of client assets and will be based at Summit Trail headquarters in New York City.

Summit Trail Advisors, a Dynasty Financial Partners network firm, is an independent advisory firm created by wealth management executives in July 2015.  It has more than $4 billion in assets under administration.

Waterman and Silverio join Summit Trail from Fischer and Company, Summit Trail Advisors said in a statement.