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Oregon-Based RIA Hires Financial Advisor From RBC
Eliane Chavagnon
19 February 2014
Sapient Private Wealth Management, a Eugene, OR-based RIA, has hired former RBC financial advisor, Ross Anderle - who previously managed nearly $100 million in client assets – to expand the firm’s financial planning and wealth management services. With the addition of Anderle, Sapient’s total client assets now stand at approximately $700 million. The Sapient team left Morgan Stanley in 2010 after more than three decades at the firm. They launched their own independent wealth management firm through Focus Connections, a program that helps wirehouse teams transition their business. Sapient is now a partner firm at Focus Financial Partners, the US partnership of independent wealth management firms. Sapient provides investment management, wealth management and financial planning services to US private clients. The firm has 11 employees, four of whom are wealth advisors.