Team move
Nepa/Susco
UBS → RBC Wealth Management
What changed
Co-led the Nepa/Susco team, which oversaw more than $1B in client assets, from UBS (since 2007) to RBC's Pittsburgh North branch.
- Reported / discovered
- Oct 22, 2026
- Effective
- Not reported
- New role
- Managing Director and Financial Advisor
- Previous role
- Not reported
- Market
- Pittsburgh, PA
- Reported book
- $1B
- Reported team size
- 5 people
- Named people
- 5
Reported book AUM is not a confirmed transfer. Team size may include support staff. A missing effective date means it was not established from the available evidence.
Sources & evidence
InvestmentNews ↗Oct 22, 2026 · Reporting
WealthManagement.com ↗Oct 22, 2026 · Reporting
Financial Advisor Magazine ↗Oct 22, 2026 · Reporting
This record is supported by reporting. It has not been independently corroborated by a linked registration observation.
Record history
21 observations consolidated into one event.
Oct 23, 2026Source evidence reconciled