Subscribe

Team managing $1 billion at Wells Fargo goes to RBC

$1 billion

The four-adviser Seidler Cattich group is joining the firm in San Francisco.

Joseph Seidler, Gary Cattich, Max Lewin and Kayvan Izadpanah, who managed $1 billion at Wells Fargo in San Francisco, have joined RBC Wealth Management.

Joining the Seidler Cattich Group in the move is associate Roy Mendoza.

Seidler, with 20 years of experience, and Cattich, with 23 years of experience, had been affiliated with Wells Fargo since 2020, according to their BrokerCheck reports. Lewin has four years of experience and joined Wells Fargo in 2021. Izadpanah has 10 years of experience and had worked at Wells since 2020.

[More: Adviser recruitment on track for record-breaking year]

Related Topics: , ,

Learn more about reprints and licensing for this article.

Recent Articles by Author

Meet the fastest-growing financial firms

Who made it to America’s list of fast-growing employers? Find out in this report.

Bridging the generational divide in finance

With younger generations entering the arena, it’s vital to know how to connect with them.

Fiduciary commitment should be table stakes

Speed and nature of new DOL rule has left many in the insurance industry fuming, losing sight of the impact on ordinary investors

Cresset adds two J.P. Morgan teams overseeing $5B

The two groups were among several former First Republic teams whose exits from J.P. Morgan were announced Friday.

Ascensus buying Vanguard small-business retirement offerings

The company is acquiring the Individual 401(k), Multi-SEP, and SIMPLE IRA plan businesses from Vanguard.

X

Subscribe and Save 60%

Premium Access
Print + Digital

Learn more
Subscribe to Print