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FinanceRBC Wealth Management Hires $1.6B Dallas Team from Stifel
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RBC Wealth Management has recruited a six-person advisory team, KPM Wealth Advisory Group, from Stifel, Nicolaus & Company to its Dallas branch. The team, which previously managed $1.6 billion in client assets, includes managing directors Donald Kinsey, Travis Moss, and Matthew Pickett, along with senior financial associates Shawn Ezzo and Stephanie Mareth and client associate Jacob Gross. The advisors had spent 10 years at Stifel, focusing on ultra-high-net-worth clients, particularly business owners. They cited RBC's resources, credit and lending solutions, and Echelon wealth management platform as reasons for the move. The hire comes as RBC Wealth Management, which operates 196 offices across 43 states, continues to compete for talent amid recent leadership changes and a loss of a $1.7 billion team to Wells Fargo Advisors earlier in July 2026.
Source report
By Alex Ortolani Mon, July 20, 2026 at 11:06 AM PDT | 1 min read
RBC Wealth Management has recruited a six-person team, KPM Wealth Advisory Group, from Stifel, Nicolaus & Company to its Dallas branch. The advisors previously managed $1.6 billion in client assets.
The team includes:
- Managing Directors and Financial Advisors: Donald Kinsey, Travis Moss, and Matthew Pickett
- Senior Financial Associates: Shawn Ezzo and Stephanie Mareth
- Client Associate: Jacob Gross
The team had been with Stifel for 10 years, focusing on ultra-high-net-worth clients, particularly business owners requiring more complex financial management. Kinsey and Moss began their careers in credit and middle-market investment banking, while Pickett brings 43 years of industry experience, including tenures at Bear Stearns and Lehman Brothers, according to BrokerCheck.
The team cited RBC's resources, credit and lending solutions, and the Echelon wealth management platform as factors in their decision to join the firm.
"The KPM Wealth Advisory Group has built their practice on serving UHNW clients at the highest level, and RBC has the balance sheet and expertise to support that growth," Courtney Duphorne, Texas North complex director at RBC Wealth Management, said in a statement.
At the end of last year, RBC Wealth appointed new presidents after Tom Sagissor stepped down into a vice chair role. He was replaced by East Divisional Director Pat Vaughan and Central Divisional Director Wally Chapman, who are co-leading the private client group.
RBC Wealth operates 196 offices across 43 states. The firm continues to contend with recruitment efforts by other brokerages and wirehouses. Earlier this month, it lost a $1.7 billion team to Wells Fargo Advisors.
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Source
Yahoo FinanceWestern
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RBC Wealth Management Hires $1.6B Dallas-Based Team from Stifel