Estimated reading time: 0 minutes, 46 seconds

Team of Female Advisors Leaves JP Morgan For RBC

A Midtown Manhattan-based team of all female advisors are jumping ship from JP Morgan and heading to RBC Wealth Management. So reports Financial Advisor

RBCThe team at LSS Group manages more than $1.2 billion in assets. Eden Lopez, Leslie Schwartz and Paula Steinberg, all managing directors, have worked together for more than 23 years. The LSS team also includes:

  • Katie Bishop, VP and marketing consultant
  • Carmilita Aching, senior registered client associate
  • Alanna Hitscherich, registered client associate

“Having worked with these incredible women in the past, I can say first-hand how their drive, ambition, expertise and strong wealth management practice will be a great fit for our team,” said John Moran, RBC’s New York Complex Director, who also worked with the team previously at Smith Barney. “They have become the gold standard for wealth management, and I look forward to helping them grow their impressive practice even further.”

Read the full article from Financial Advisor.

Read 2653 times
Rate this item
(0 votes)

Visit other PMG Sites:

PMG360 is committed to protecting the privacy of the personal data we collect from our subscribers/agents/customers/exhibitors and sponsors. On May 25th, the European's GDPR policy will be enforced. Nothing is changing about your current settings or how your information is processed, however, we have made a few changes. We have updated our Privacy Policy and Cookie Policy to make it easier for you to understand what information we collect, how and why we collect it.