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

Editorial Staff

29 November 2017

RBC Wealth Management
, a US independent Registered Investment Advisor, has appointed Scot Lance, who will serve as managing director.

Lance has more than 25 years of experience in the financial services industry, with a focus on investment strategy and asset allocation. Previously, he served as a senior vice president specializing in investments at Wells Fargo Advisors in San Rafael, CA. Lance started his career in the financial services industry at Merrill Lynch and also held positions with Lehman Brothers, UBS and Bank of America.

In the past year, Titus has added five new advisors and a chief compliance officer. With the addition of Lance, Titus, based out of California, is administering approximately $550 million in assets for high net worth individuals and business owners, the firm said in a statement.