RBC Wealth Management recently welcomed two teams of advisors to its Lincoln, Nebraska, branch from UBS. The teams manage about $900 million in assets, the company said Thursday.
The advisor teams added by RBC are The Burt/Adams Group, which manages $400 million in assets, and Ernst/Stark Group, which manages $500 million in assets. Each specializes in financial planning and asset management for high-net-worth individuals and families. Each of them joined RBC Thursday, an RBC spokesperson said Friday.
The Burt/Adams Group includes: Stephen Burt, senior vice president and financial advisor, with 21 years of industry experience; Brian Adams, senior vice president and financial advisor, with eight years of experience; and Celina Engler, senior client associate.
Burt was with UBS since 2008, according to his report on the Financial Industry Regulatory Authority’s website. Prior to UBS, he was with Morgan Stanley from 2001 to 2008. Adams started his career with UBS in 2012.
The Ernst/Stark Group includes: Gregory Ernst, senior vice president and financial advisor, with 34 years of industry experience; Todd Stark, first vice president and financial advisor, with 17 years of experience; and senior investment associates Marnie O’Brien, Trudy Soper and Amy McGuire.
Ernst was with UBS since 2008. Prior to that, he was with Morgan Stanley from 1995 to 2008. Stark joined UBS in 2010 from Morgan Stanley, where he worked since 2007. O’Brien was with UBS since 2008 after leaving Morgan Stanley, where she started her career in 2000. Soper was with UBS since 2016. Prior to that, she was with Ameriprise 2005 to 2008. McGuire was with UBS since 2009. Before that, she was with Merrill Lynch, where she started her career in 1997.