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Team move

Nepa/Susco

UBS → RBC Wealth Management

Reported

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
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