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RBC WM Recruits Boston-Based Advisor Team

Robbie Lawther

10 August 2017

, a national financial advisor practice based in Boston and New York. Insight Private Wealth will be a part of RBC Wealth Management’s exclusive RBC private wealth service offering. 

Insight Private Wealth is comprised of managing director Paul Roche,  managing director Christopher Bayles, senior business associate Jennifer Reardon, and registered associate Yuri Dagan, RBC said in a statement.

The team manages in excess of $500 million for wealthy families, and were formerly family wealth directors at Morgan Stanley. Roche has 22 years' experience in the industry and Bayles has 18 years' experience in the industry.

“The addition of Insight Private Wealth further strengthens our commitment to attract premier advisory teams, and be the most trusted and capable wealth management firm for high net worth individuals and families with complex needs,” said Michael Armstrong, chief executive of RBC Wealth Management US.