The GEN Group

What changed

Private wealth advisor and leader of The GEN Group, which joined Ameriprise from RBC Capital Markets with over $750M in client assets.

Reported / discovered

Oct 15, 2026

Effective

Not reported

New role

Private Wealth Advisor

Previous role

Not reported

Market

Vienna, VA

Reported book

$750M

Reported team size

4 people

Named people

4

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

This record is supported by reporting. It has not been independently corroborated by a linked registration observation.

Record history

4 observations consolidated into one event.