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Sapient Private Wealth Management adds former RBC financial advisor

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Sapient Private Wealth Management has added former RBC financial advisor Ross Anderle, who previously managed nearly USD100m in client assets, to its team.

Sapient’s total client assets are now approximately USD700m.
 
With Anderle (pictured), Sapient will now expand its financial planning and wealth management services.
 
Sapient is a partner firm at Focus Financial Partners, the largest partnership of independent wealth management firms in the US.
 
“I am very excited to be transitioning to the independent space and joining a first-rate team of financial professionals,” says Anderle. “As a member of the Sapient team, I now have greater access to resources and the flexibility to provide a broader range of solutions to our growing client base and deliver the best possible results.”
 
The Sapient team left Morgan Stanley in 2010 after more than three decades of service, and launched their own independent wealth management firm with the help of Focus Connections, a programme that helps wirehouse teams transition their business. 

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