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

Nicholas Anger

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

858-550-5133

Pamela Kamen

Senior Investment Associate

203-351-9329

Global Insight Monthly

Global Insight Cover Image - April 2024Interest rate mood swings

As the year progresses and the season changes, so too have some central bank rate cut expectations. We explain how investors should proceed.  Read the Global Insight Monthly »

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

Commuters on a train

A return to yield curve normalcy?

May 23, 2024 | Atul Bhatia, CFA

The ongoing yield curve inversion appears out of line with record equity markets and robust commodity pricing. We look at some reasons investors are accepting lower yields on longer-maturity bonds.

Read more

Pleased to serve you in multiple locations

We are proud to serve clients in multiple locations. We invite you to contact us to set up a meeting in one of our convenient locations:

Stamford, CT office - Dodd Koeckert

3 Landmark Square, Suite 100
Stamford, CT 06901

La Jolla, CA office - Nicholas Anger

4250 Executive Square, Suite 800
La Jolla, CA 92037

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 Management Consultant


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Trust Consultant


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Wealth Management Banker


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