Robert Loupee and Michael Graziani, who managed $475 million at UBS, have joined RBC Wealth Management in Bloomfield Hills, Michigan.
Loupee spent nine years at UBS after a 32-year career at Merrill Lynch. Graziani also spent nine years at UBS after 16 years at Merrill Lynch.
The team includes Barbara Pesci, the senior client associate, who has more than 30 years of experience.
The 25-year industry veteran previously in charge of the Wall Street bank's advisor recruitment efforts is now fulfilling a similar role at a rival firm.
Former Northwestern Mutual advisors join firm for independence.
Executives from LPL Financial, Cresset Partners hired for key roles.
Geopolitical tension has been managed well by the markets.
December cut is still a possiblity.
Streamline your outreach with Aidentified's AI-driven solutions
This season’s market volatility: Positioning for rate relief, income growth and the AI rebound
