Latest transactions

10/30 Christopher Manimbo Edward Jones → Janney Montgomery Scott $250M 10/30 Jose Ascencio Raymond James Financial Services → TSG Wealth Management 10/30 Riseling Wealth Management Edward Jones → &Partners $357M 10/30 Sullivan Private Wealth Edward Jones → Shore to Summit Wealth Management 10/29 Anchor Financial Partners Northwestern Mutual → LPL Financial $525M 10/29 Koetter Financial Services LPL Financial → Cetera 10/29 Longwater Haffey Group Truist Wealth → Raymond James & Associates $700M 10/29 Pacific Sage Partners Pacific Sage Partners → CAPTRUST $1.1B 10/28 Eastover Capital Management Eastover Capital → South Atlantic Bank $430M 10/28 Kilner Capital Advisors Kilner Capital Advisors → Apella Wealth $332M

10/30 Christopher Manimbo Edward Jones → Janney Montgomery Scott $250M 10/30 Jose Ascencio Raymond James Financial Services → TSG Wealth Management 10/30 Riseling Wealth Management Edward Jones → &Partners $357M 10/30 Sullivan Private Wealth Edward Jones → Shore to Summit Wealth Management 10/29 Anchor Financial Partners Northwestern Mutual → LPL Financial $525M 10/29 Koetter Financial Services LPL Financial → Cetera 10/29 Longwater Haffey Group Truist Wealth → Raymond James & Associates $700M 10/29 Pacific Sage Partners Pacific Sage Partners → CAPTRUST $1.1B 10/28 Eastover Capital Management Eastover Capital → South Atlantic Bank $430M 10/28 Kilner Capital Advisors Kilner Capital Advisors → Apella Wealth $332M

Latest transactions

10/30 Christopher Manimbo Edward Jones → Janney Montgomery Scott $250M 10/30 Jose Ascencio Raymond James Financial Services → TSG Wealth Management 10/30 Riseling Wealth Management Edward Jones → &Partners $357M 10/30 Sullivan Private Wealth Edward Jones → Shore to Summit Wealth Management 10/29 Anchor Financial Partners Northwestern Mutual → LPL Financial $525M 10/29 Koetter Financial Services LPL Financial → Cetera 10/29 Longwater Haffey Group Truist Wealth → Raymond James & Associates $700M 10/29 Pacific Sage Partners Pacific Sage Partners → CAPTRUST $1.1B 10/28 Eastover Capital Management Eastover Capital → South Atlantic Bank $430M 10/28 Kilner Capital Advisors Kilner Capital Advisors → Apella Wealth $332M

10/30 Christopher Manimbo Edward Jones → Janney Montgomery Scott $250M 10/30 Jose Ascencio Raymond James Financial Services → TSG Wealth Management 10/30 Riseling Wealth Management Edward Jones → &Partners $357M 10/30 Sullivan Private Wealth Edward Jones → Shore to Summit Wealth Management 10/29 Anchor Financial Partners Northwestern Mutual → LPL Financial $525M 10/29 Koetter Financial Services LPL Financial → Cetera 10/29 Longwater Haffey Group Truist Wealth → Raymond James & Associates $700M 10/29 Pacific Sage Partners Pacific Sage Partners → CAPTRUST $1.1B 10/28 Eastover Capital Management Eastover Capital → South Atlantic Bank $430M 10/28 Kilner Capital Advisors Kilner Capital Advisors → Apella Wealth $332M

Nepa/Susco moves from UBS to RBC Wealth Management with $1B in assets

Pittsburgh, PA

Nepa/Susco team page →

From · Wirehouses, Banks & BDs UBS traditional channel To · Wirehouses, Banks & BDs RBC Wealth Management traditional channel

Summary

The Nepa/Susco team, led by Raymond Nepa and Jennifer Susco with advisor Julia Munchel, left UBS for RBC Wealth Management's Pittsburgh North branch, where it oversaw more than $1 billion in client assets.

Sources

5

RBC Wealth Management	RBC Wealth Management welcomes team overseeing more than $1 billion in Pittsburgh · October 23, 2026
Barron's	UBS Financial Advisor Team With $1 Billion in Client Assets Jumps to RBC · October 23, 2026
Financial Advisor	RBC Recruits $1B AUM UBS Team In Pittsburgh · October 22, 2026
InvestmentNews	Advisor moves: RBC lands $1B UBS team in Pittsburgh · October 22, 2026
Wealth Management	RBC Lures UBS Overseeing More Than $1B in Pittsburgh · October 22, 2026

More arrivals at RBC Wealth Management

Full profile →

Mork Wealth Management Group UBS · October 14, 2026 $250M Lisa M. Behun, Dirk J. Harris Bank of America Private Bank · September 22, 2026 $2.0B Sexton Group Morgan Stanley · August 6, 2026 $1.0B James “Trey” Mahoney III UBS · July 30, 2026 $1.5B Donald H. Kinsey Stifel · July 20, 2026 $1.6B