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
203-356-1282

Dodd is a Managing Director, Portfolio Manager, Financial Advisor in the Koeckert Anger Group. Dodd brings to the team 33 years of experience in Investment Management at both RBC and Merrill Lynch. Chosen as one of Barron’s Top Advisors in 2013, 2014 & 2015, Dodd built this highly efficient and caring team over three decades. Dodd believes a personal touch with the client is imperative. He feels a good financial advisor helps smooth the stress of dealing with life’s challenges by offering a steady and experienced hand when making complex financial decisions. Dodd takes his fiduciary responsibility seriously by treating his clients like family when offering his best unbiased and well-considered advice in selecting investments from RBC’s open-architecture platform.

Nicholas Anger

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

203-351-9323
203-356-1282

Nick Anger is a Managing Director, Portfolio Manager, Financial Advisor at RBC Wealth Management. Nick has garnered national recognition as a financial advisor. Forbes named him one of the “Best In State Advisors” in 2019 and The Financial Times named him one of the “Top 400 Advisors in America” in 2018. Nick is a diligent professional who is continually utilizing the latest research on domestic and global markets, focusing on investment themes to offer pro-active recommendations that he believes will add value to his clients’ portfolios. Nick takes a highly tailored approach with each client and feels the most important conversation he can have involves a client’s risk/reward preferences. His clients include entrepreneurs, senior executives of private and public companies and individuals going through complex life events. Nick recognizes the importance of capital preservation and guarding against the permanent impairment of capital.

Brian Blair

Vice President - Financial Advisor

203-351-9311
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Mr. Brian Blair joined the Koeckert Anger team in 2016. Before joining RBC, Mr. Blair was co-founder and principal of Grays Peak Capital, a long/short equity hedge fund. Mr. Blair was previously a managing director at Rosenblatt Securities in New York via a merger with Wedge Partners, where he had been a principal since 2005. Prior to that, Mr. Blair was a managing partner with Dorado Capital Management with principal responsibilities for managing the firm's technology investments. Mr. Blair began his Wall Street career as an equity analyst at both Bank of America Merrill Lynch and Credit Suisse in San Francisco and New York.

Pamela Kamen

Investment Associate

203-351-9329
203-356-1282

Pamela has served as a Senior Registered Client Associate with the Koeckert Anger Group since 1999. She brings over 26 years of Wall Street experience to the team, working at RBC, Merrill Lynch and A. G. Edwards in administration, operations, investments, commodities and options trading and IPOs. Her specialty is serving the financial needs of ultrahigh net worth individuals and families. Pamela understands the need for accessible and immediate superior service. With her active listening skills and “above and beyond” service philosophy she works to consistently get it right the first time, ahead of schedule, making things as convenient and seamless as possible for the client. She prides herself on the strong, long-standing, working relationships she has forged with her clients and considers herself fortunate to call them friends. Pamela holds Series 7, 63, 66 licenses.

Why RBC?

The Koeckert Anger Group actively chose to move to U.S. based RBC Wealth Management because of the integrity of the firm. Administering over $540 billion in assets, RBC is rated the strongest and safest bank in North America by Bloomberg and Standard Bearers. The client-first culture at RBC allows clients to access a true “open-architecture” platform where they can hold nearly any investment in their accounts, including Vanguard and Fidelity funds, alongside portfolios we build for them.

The flat organizational structure allows us to pick up the phone and speak directly with a senior person who might add value to our clients portfolios. At RBC we also have access to world class investments by talking directly to our trading desk, which gives us confidence in the trading experience.

Disciplined investment strategies are the foundation of our investment management process. The pay structure at RBC aligns our interests with our clients, allowing us to offer unbiased, non-proprietary advice in our efforts toward creating the best possible portfolios for our clients.


Global Insight 2020 Outlook

We see higher ground for equities in 2020. We are also more cautious than at any time in the past decade. Read the full analysis in our 2020 Outlook.

 

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.