RBC brought on The Quarry Lake Group in the Baltimore suburb of Lutherville, Maryland. The six-person unit had managed $1.05 billion at Morgan Stanley.
The team consists of Avigail Rosemore, managing director, financial advisor and senior portfolio manager; Avi Greenlinger, managing director, financial advisor and senior portfolio manager; Aaron Forker, associate vice president and senior financial associate; Meir “Yitzi” Teichman, associate vice president and financial advisor; Alan Wolfe, associate vice president and senior business associate; and Sharon Wunder, branch service manager.
Rosemore started her career at Merrill in 1997 and moved to Morgan Stanley in 2001. Greenlinger began at Morgan Stanley in 2003.
Forker started at Merrill in 2016 and moved to Morgan Stanley two years later. Teichman joined Morgan Stanley last year.
Separately, RBC drew a pair of advisors that had been managing more than $400 million for Morgan Stanley in Westport, Connecticut. Richard Smalley and Ali Girardi had not worked together as a team at Morgan Stanley but will now form The Smalley Girardi Group at RBC.
Smalley, now a first vice president and financial advisor, has 36 years of industry experience. He started at Citicorp Financial Services in 1998 before joining Lebenthal & Company later the same year. He moved to Morgan Stanley in 1998.
Girardi, now a first vice president, financial advisor and portfolio manager, started in 1998 at Smith Barney, which was partly acquired by Morgan Stanley in 2009.
