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Devon E

Series 66

Chicago, IL

RBC Capital Markets

Devon Embery is a financial advisor at RBC Capital Markets with seven years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley Private Bank and Slalom. Outside of his advisory role, he serves as a trustee of a trust in Green Valley, Arizona. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs with customizable portfolio management and financial planning services, leveraging both in-house and third-party investment managers alongside integrated capital markets capabilities.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Jordan H

Series 66

Chicago, IL

RBC Capital Markets

Jordan Hoerter is a financial advisor at RBC Capital Markets with six years of industry experience. He previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney, where he was employed for seven years, and at Associated Bank for nine years. He holds the Series 66 designation. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored portfolio management and financial planning services, utilizing both in-house and third-party investment managers.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Justin F

CFP®, Series 63, Series 65

Chicago, IL

RBC Capital Markets

Justin Ferdula is a CFP® professional with 24 years of industry experience. He has worked at RBC Capital Markets since 2017 and was previously with Morgan Stanley Smith Barney from 2009 to 2017. He serves on the board of directors for the Ravinia Festival Association, a music festival organization. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs tailored to clients’ risk profiles, utilizing a combination of in-house and third-party investment managers and provides discretionary and non-discretionary portfolio management alongside financial planning and brokerage services.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Brendon W

Series 63, Series 66

Chicago, IL

RBC Capital Markets

Brendon Ward is a financial advisor with RBC Capital Markets in Chicago, IL, holding Series 63 and Series 66 credentials and seven years of industry experience. Prior to joining RBC Capital Markets in 2019, he worked at TD Ameritrade and Northwestern Mutual, and earlier was involved with Gloriosos Italian Market for three years. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm provides multiple advisory programs that offer portfolio management, financial planning, custody, and brokerage services, tailored to clients’ risk profiles and utilizing both in-house and third-party managers.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Catherine D

Series 63, Series 66

Chicago, IL

RBC Capital Markets

Catherine Deleeuw is a financial advisor with RBC Capital Markets in Chicago, IL, holding Series 63 and Series 66 credentials and 32 years of industry experience. She has been with RBC Capital Markets Corporation since 2008. Outside of her advisory role, she serves as a committee member for Impact Grants Chicago, reviewing grant applications for nonprofits addressing city challenges. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individuals, institutions, and charitable organizations. The firm offers tailored investment advisory programs with discretionary and non-discretionary management, combining in-house and third-party investment resources.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Donald M

Series 63, Series 66

Chicago, IL

RBC Capital Markets

Donald Metter is a financial advisor with RBC Capital Markets in Chicago, IL, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. His prior roles include positions at City National Bank and various branches of Morgan Stanley from 2007 to 2019. Outside of his advisory role, he is involved in managing rental property as a sole proprietor. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual and institutional investors. The firm offers multiple advisory programs with tailored portfolio strategies, combining in-house and third-party managers, and features integrated capital-markets and alternative investment capabilities.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Tyler K

Series 66

Chicago, IL

RBC Capital Markets

Tyler Klein is a financial advisor with RBC Capital Markets in Chicago, holding a Series 66 designation and six years of industry experience. His prior work includes roles at City National Bank and Hunzinger Construction Company. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, corporations, and charitable organizations. The firm offers a variety of advisory programs with discretionary and non-discretionary portfolio management, tailored investment strategies, and integrated financial services.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Donald W

Series 66

Chicago, IL

RBC Capital Markets

Donald Winger is a financial advisor at RBC Capital Markets with three years of industry experience. He holds a Series 66 designation and previously worked at The Mather Group for one year. Before entering finance, he spent six years in education at Northwood Middle School and Highland Park High School. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs and tailors investment strategies through a combination of in-house and third-party managers, with services including portfolio management, financial planning, and brokerage.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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George H

Series 66

Chicago, IL

RBC Capital Markets

George Holohan is a financial advisor at RBC Capital Markets with nine years of industry experience. He holds the Series 66 designation and has worked at City National Bank since 2019. Holohan serves on the Board of Directors for Embers Academy, a private school for pre-kindergarten through fifth grade. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs and tailors investment strategies to clients’ risk profiles using a mix of in-house and third-party managers.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Ryan N

Series 63, Series 66

Chicago, IL

RBC Capital Markets

Ryan Nottestad is a financial advisor at RBC Capital Markets with 23 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at UBS Financial Services Inc. and City National Bank. Outside of his advisory role, he owns a pond spraying business that manages weed growth in ponds and lakes. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients through a variety of advisory programs offering portfolio management, financial planning, and brokerage services. The firm customizes investment strategies based on clients’ risk profiles and utilizes both in-house and third-party managers to implement diversified portfolios.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Michael M

Series 65, Series 63

Chicago, IL

RBC Capital Markets

Michael Mason is a financial advisor with RBC Capital Markets in Chicago, IL, holding Series 65 and Series 63 licenses and 14 years of industry experience. He has worked with firms including Morgan Stanley and UBS Financial Services, with multiple tenures at RBC Capital Markets since 2015. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, and charitable organizations with a range of advisory programs offering portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Benjamin H

Series 63, Series 65

Chicago, IL

RBC Capital Markets

Benjamin Heise is a financial advisor at RBC Capital Markets with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at UBS Financial Services Inc. and City National Bank. Outside of his advisory work, Heise rents out his own camper van through Outdoorsy.com. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, and charitable organizations with a range of advisory programs offering discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm customizes strategies based on each client’s risk profile and utilizes both in-house and third-party investment managers.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Devin G

Series 66

Chicago, IL

RBC Capital Markets

Devin Grayson is a financial advisor at RBC Capital Markets with five years of industry experience and holds a Series 66 designation. Prior to joining RBC in 2026, Devin worked at Lincoln Investment for four years and has held roles at several firms including M1 Holdings Inc and Merrill Edge. RBC Wealth Management serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles and investment preferences.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Cameron F

Series 63, Series 66

Chicago, IL

RBC Capital Markets

Cameron Frazier is a financial advisor at RBC Capital Markets with Series 63 and Series 66 credentials and four years of industry experience. Prior to joining RBC in 2023, he held roles at JPMorgan Chase Bank and J.P. Morgan Securities. He also worked at Urban Grill On Main for five years and studied at the University of Wisconsin - Madison. RBC Wealth Management serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs featuring discretionary and non-discretionary portfolio management tailored to clients' risk profiles, utilizing both in-house and third-party managers.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Joseph H

Series 63, Series 65

Chicago, IL

RBC Capital Markets

Joseph Holohan is a financial advisor with RBC Capital Markets in Chicago, IL. He holds Series 63 and Series 65 designations and has 43 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs with tailored investment strategies implemented through a mix of in-house and third-party managers, supported by RBC’s capital-markets capabilities and affiliated asset managers.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Andrey C

Series 66

Chicago, IL

RBC Capital Markets

Andrey Csencsits is a financial advisor with RBC Capital Markets in Chicago, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Morgan Stanley, Goldman Sachs, and TastyTrade. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a range of advisory programs with tailored strategies, combining in-house and third-party investment managers, and provides integrated portfolio management, financial planning, and brokerage services.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Brandon E

Series 66

Chicago, IL

RBC Capital Markets

Brandon Ellingson is a financial advisor at RBC Capital Markets in Chicago, IL, holding a Series 66 designation with three years of industry experience. His work history includes roles at RBC Capital Markets since 2022 and prior positions at Creighton University, Eagle Lake Golf Course, and the University of Iowa. RBC Wealth Management serves a diverse client base ranging from individual investors to institutions, offering discretionary and non-discretionary portfolio management, financial planning, and brokerage services. The firm customizes investment strategies based on client risk profiles and utilizes a combination of in-house and third-party managers across a variety of account structures.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Johnathon P

Series 63, Series 66

Chicago, IL

RBC Capital Markets

Johnathon Panter is a financial advisor at RBC Capital Markets with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Nuveen Securities, Morgan Stanley, and UBS Financial Services. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment managers.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Rachel R

Series 66

Chicago, IL

RBC Capital Markets

Rachel Rone is a financial advisor with RBC Capital Markets in Chicago, IL, holding a Series 66 designation and 20 years of industry experience. She has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles and investment preferences.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Michael N

Series 63, Series 65

Chicago, IL

RBC Capital Markets

Michael Noble is a financial advisor with RBC Capital Markets based in Chicago, IL, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at RBC Capital Markets since 2009 and has been with City National Bank since 2017. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to clients’ Advisory Risk Profiles and implemented through a mix of in-house and third-party investment managers.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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John M

Series 63, Series 66

Chicago, IL

RBC Capital Markets

John Mcgowan is a financial advisor at RBC Capital Markets with 45 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at RBC Capital Markets since 2008 and City National Bank since 2017. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs and portfolio management services tailored to clients' risk profiles, utilizing both in-house and third-party investment managers along with flexible portfolio structures.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Daniel M

Series 66

Chicago, IL

RBC Capital Markets

Daniel Mathews is a financial advisor with RBC Capital Markets based in Chicago, IL. He holds the Series 66 designation and has four years of industry experience. Prior to joining RBC in 2021, he worked at Gryphon Advisors LLC and Merrill Lynch. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutions, and charitable organizations. The firm offers various wrap fee advisory programs and customizable portfolio management services, leveraging in-house and third-party investment managers alongside integrated capital markets and lending capabilities.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Brian G

Series 66, Series 63

Chicago, IL

RBC Capital Markets

Brian Greene is a financial advisor at RBC Capital Markets with 8 years of industry experience. He previously worked for nine years at Morgan Stanley Private Bank, N.A. He holds Series 66 and Series 63 licenses. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with customized portfolio management and financial planning services, utilizing both in-house and third-party investment managers.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Braylin M

Series 66

Chicago, IL

RBC Capital Markets

Braylin Mensik is a financial advisor at RBC Capital Markets with two years of industry experience. He holds the Series 66 designation and has worked at several firms including Stella Oak Financial, Gladstone Wealth Partners, and LPL Financial. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers various wrap fee advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ Advisory Risk Profiles.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Hina C

Series 63, Series 66

Chicago, IL

RBC Capital Markets

Hina Class is a financial advisor at RBC Capital Markets with 17 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at UBS Financial Services and UBS Bank USA for 15 years. Based in Chicago, IL, she joined RBC Capital Markets in 2026. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a broad client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a range of advisory programs and tailors investment strategies using both in-house and third-party managers, supported by its capital-markets capabilities and integrated financial services.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Jason H

Series 66

Chicago, IL

RBC Capital Markets

Jason Howard is a financial advisor at RBC Capital Markets with 13 years of industry experience. He holds the Series 66 designation and has worked previously at Morgan Stanley, Charles Schwab, and J.P. Morgan. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs with customized portfolio management and financial planning services tailored to each client’s risk profile.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Andrew E

CFP®, Series 66

Chicago, IL

RBC Capital Markets

Andrew Embery is a CFP®-designated financial advisor with 19 years of industry experience. He is currently with RBC Capital Markets in Chicago, IL, and has previously held roles at Morgan Stanley Smith Barney, Morgan Stanley Private Bank, and City National Bank. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs providing portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles and investment goals.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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John D

Series 63, Series 65

Chicago, IL

RBC Capital Markets

John Draper is a financial advisor with RBC Capital Markets in Chicago, IL, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked at RBC Capital Markets LLC since 2011 and at City National Bank since 2017. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple wrap fee advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services, tailoring strategies to clients' Advisory Risk Profiles and utilizing a mix of in-house and third-party investment managers.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Jeremy S

Series 66

Chicago, IL

RBC Capital Markets

Jeremy Sutton is a financial advisor at RBC Capital Markets with 15 years of industry experience. He holds the Series 66 credential and has previously worked at Wells Fargo Clearing and City National Bank. Outside of his advisory role, he is a bass player in Chicago-area cover bands and serves as treasurer for a nonprofit organization supporting educational programming. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various wrap fee advisory programs with tailored investment strategies implemented through a mix of in-house and third-party managers.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Connor G

Series 63, Series 66

Chicago, IL

RBC Capital Markets

Connor Ginley is a financial advisor at RBC Capital Markets with eight years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at The Vanguard Group. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a variety of advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Thomas E

CFP®, Series 63, Series 66

Chicago, IL

RBC Capital Markets

Thomas Evans is a CFP® professional with 19 years of experience in the financial industry. He has worked at RBC Capital Markets since 2021, and previously spent seven years at TIAA/TIAA-CREF. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, tailoring investment strategies to clients’ risk profiles through a combination of in-house and third-party managers.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Joseph H

Series 63, Series 65

Chicago, IL

RBC Capital Markets

Joseph Hadsell is a financial advisor with RBC Capital Markets in Chicago, IL, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior roles include positions at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities. He serves on the advisory board and board of directors for UCAN, a nonprofit focused on trauma healing, family support, youth education, and violence prevention. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with tailored investment programs and financial planning, implementing portfolios through a mix of in-house and third-party managers while offering specialized services including tax management and responsible investing options.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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