The Friedman Peters Group has more than $400 million in managed assets and will join RBC’s San Francisco location, following several other additions in the Golden State earlier this month.
Matt Blocki left the insurance broker/dealer world to build Equilibrium Wealth, allowing him to step away from being “product-driven” and focus instead on being “client-driven.”
Advisor J.P. Garofalo left Morgan Stanley as part of a six-person team overseeing $1.2 billion in early March for the now-troubled First Republic. He returned to the wirehouse this week.
Brian Addington and Theresa Allen will join California-based branches, and are the latest advisors to depart First Republic after the banking turmoil earlier this year.