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In the News

Merrill Lynch Loses $1 Billion Team To RBC

Posted by Wendy Leung

September 17, 2021
By Sabrina Escobar

An eight-person advisor team managing $1 billion in client assets became the latest to break away from the thundering herd, joining RBC Wealth Management’s Pacific Northwest complex.

The team, which calls itself Inter Alia, is composed of advisors Stephen Groth, Patrick Cummings, Robert Chavez, and Katrina Stump, and client associates Susan Junell, Mimi Jue, Deborah Jenkins, and Rachel Akerson. They will be joining RBC’s Portland branch, where they report to branch director Tom Meagher.

Inter Alia Group was attracted by RBC’s scale, as well as the firm’s boutique atmosphere and flat management structure, “which empowers us to deliver the customized solutions that our clients deserve and expect,”  Cummings said in a statement.

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About Wendy Leung

Senior Consultant – Wendy's goal is simple: To leverage a comprehensive understanding of the industry landscape today and forces that will change it tomorrow, to guide advisors to opportunities where they can achieve long-term success for their business, clients and families. Learn more...

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