RBC Wealth Management is onboarding a team called Degenaars Babb Group, which manages over $5 billion in assets. The team comes from J.P. Morgan Wealth Management, one of the largest RBC has brought in.
The Degenaars Babb Group specializes in working with clients with complex needs and takes a well-rounded approach to legacy planning.
The Degenaars Babb Group include:
1.) Glenn Degenaars, CFA – Managing Director – Financial Advisor, Senior Portfolio Manager – Portfolio Focus
2.) Jason Babb, CFA – Managing Director – Financial Advisor, Senior Portfolio Manager – Portfolio Focus
3.) Kristin Ashman, JD – Managing Director – Financial Advisor, Wealth Strategist, Senior Portfolio Manager – Portfolio Focus
4.) Jennifer Mackley – Senior Vice President, Senior Financial Associate
5.) Ryan Carney – Vice President – Senior Financial Associate
6.) Elizabeth Botti – Vice President – Senior Business Associate
7.) Antonio Salcfas – Investment Associate
8.) Griffin Wellington – Registered Client Associate
9.) Michael Telesco – Registered Client Associate
10.) John Rehill – Registered Client Associate
11.) Diana Zapata – Client Associate
12.) Brian Tavano – Wealth Management Consultant
13.) Dan Sullivan – Wealth Strategist
14.) Liz Jacovino, CPWA, CFP, CTFA, CRPC – Echelon Wealth Strategist
15.) Troy Randall – Insurance and Annuity Consultant
16.) Tim Yarbrough – Retirement Plan Consultant
17.) Paul LaVarta – Wealth Management Banker
18.) Brooke Dornbach – Fixed Income Business Development Professional
19.) Tom Nagle – Trust Consultant
KEY QUOTES:
“After a great deal of consideration and due diligence, we are thrilled to share that our team has joined RBC Wealth Management U.S. at their flagship office in New York City.”
“In thinking about many alternatives, we prioritized what is most important to all of you, our clients, and business partners and strongly feel that RBC is the best fit. We are excited to get to work, knowing that we are better able to meet and exceed our clients’ expectations.”
Jason L. Babb