Why our team?

The Koeckert Anger Group is a premier wealth management team with over 100 years of collective experience managing assets for ultra-high net worth executives, entrepreneurs, multi-generational families, and charitable institutions throughout the United States and Europe. Recognizing that significant wealth is accompanied by distinctive opportunities and challenges, we strive to know each client on a personal level to better understand which strategies and services best serve that client.

Our mission is to simplify our clients’ lives by working closely with their tax, legal and other key advisors. We provide a foundation of integrity, coupled with extensive planning, risk analysis and research to produce actionable investment strategies toward achieving the client’s individual goals within their risk preferences. These strategies include portfolio construction and management, trust and estate planning, tax minimization, managing stock plans or partnering with our Investment Bank to take a company public, cash flow analysis and philanthropy.

We want our clients to feel the peace of mind that comes with having exceptional and caring partners in their corner when it comes to making financial decisions and achieving financial goals. Our team provides the highest level of customized service with a relentless pursuit of excellence.


Dodd Koeckert

Managing Director - Financial Advisor, Senior Portfolio Manager - Portfolio Focus

203-351-9320

Nicholas Anger

Managing Director - Financial Advisor, Senior Portfolio Manager - Portfolio Focus

858-550-5133

Pamela Kamen

Investment Associate

203-351-9329

Putting a price on carbon emissions

Increasingly, countries are making the pricing of carbon emissions mandatory, either by enforcing cap-and-trade rules or by imposing a carbon tax. But with the pace of government regulatory support varying dramatically from country to country, many companies are also trying to offset their emissions voluntarily, in response to the growing cohort of environmentally conscious consumers and the increasing influence of environmental, social, and governance (ESG) funds. How should investors take this new business expense into account? Read the full economic outlook in the latest edition of Global Insight.

Let's take the next step together

We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.

Latest Insights

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Five ways to stay healthy through the holidays

Nov 24, 2021 | Jenny Paffel

A healthy holiday season doesn't have to be a contradiction. Check out these tips for making wellness a priority through some of the most demanding months of the year.

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Client Strategies Team

The Client Strategies Team is a resource to help support you in your wealth planning goals, developing a strong understanding of your personal financial objectives, gathering valuable information and addressing complex financial and wealth strategies issues. Explore the bios below to learn more about the team.

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Wealth Management Consultant


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Wealth Strategist


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Wealth Planning Consultant


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Trust Consultant


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Credit Consultant


City National Bank banking advisor

City National Bank banking advisors serve as a resource to RBC Wealth Management financial advisors. Together, we gather valuable information and develop a stronger understanding of your financial objectives to support a comprehensive wealth strategy. 

CNB MEMBER FDIC cnb.com Equal Housing Lender, NMLSR #536994

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Vice President – Senior Banking Advisor