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Matthew R

Series 63, Series 66

Florham Park, NJ

RBC Capital Markets

Matthew Rottenberg is a financial advisor at RBC Capital Markets with 12 years of industry experience. He previously worked at UBS Financial Services for 11 years before joining RBC in 2026. He holds Series 63 and Series 66 licenses. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage 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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John M

Series 63, Series 65

Florham Park, NJ

RBC Capital Markets

John Micera is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has worked at RBC Capital Markets since 2008 and concurrently at City National Bank since 2016. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations, offering customized advisory programs and portfolio management through 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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Darren A

Series 63

Florham Park, NJ

RBC Capital Markets

Darren Amerkanian is a financial advisor with RBC Capital Markets in Florham Park, NJ, holding a Series 63 designation and 34 years of industry experience. He has worked at RBC Capital Markets since 2014 and previously at City National Bank starting in 2020. 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.

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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Carolyn B

Series 66

Florham Park, NJ

RBC Capital Markets

Carolyn Bambaci is a Series 66 licensed financial advisor with 14 years of industry experience. She has worked at RBC Capital Markets since 2016 and previously spent seven years at UBS Financial Services. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individuals, institutions, and charitable organizations. The firm offers a range of advisory programs with customizable 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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Robert C

Series 63, Series 65

Florham Park, NJ

RBC Capital Markets

Robert Clear is a financial advisor at RBC Capital Markets with 47 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at RBC Capital Markets since 2020. His prior roles include positions at Bank of America and Merrill Lynch. Outside of his advisory work, he and his wife jointly own a vacation property in Isle of Palms, South Carolina. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services. The firm customizes strategies based on client risk profiles and offers access to in-house and third-party investment managers and alternative investments.

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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Timothy I

Series 66

Florham Park, NJ

RBC Capital Markets

Timothy Irving is a financial advisor with RBC Capital Markets LLC in Florham Park, NJ, holding a Series 66 designation and 13 years of industry experience. He has been with RBC Capital Markets since 2011. RBC Wealth Management, a division of RBC Capital Markets, 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 discretionary and non-discretionary 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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Samantha B

Series 66, Series 63

Florham Park, NJ

RBC Capital Markets

Samantha Burany is a financial advisor at RBC Capital Markets with eight years of industry experience. She holds Series 63 and Series 66 designations. Prior to joining RBC in 2025, she worked at Cetera Advisors and Nicholas Pascarella from 2019 to 2025, and at Hennion & Walsh from 2015 to 2019. RBC Wealth Management serves individual investors, institutional clients, corporations, and charitable organizations with customized investment strategies and a variety of advisory programs. The firm integrates in-house and third-party investment managers and offers a range of 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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Stephen V

CFP®, Series 63, Series 66

Florham Park, NJ

RBC Capital Markets

Stephen Vitale is a CFP®-certified financial advisor with 38 years of industry experience, currently serving at RBC Capital Markets since 2009. He holds Series 63 and Series 66 licenses. Outside of advising, he is involved as an agent with Market Transfer Facility Auto Insurance. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs and tailors investment strategies based on clients’ Advisory 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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Jenilee H

Series 63, Series 66

Florham Park, NJ

RBC Capital Markets

Jenilee Hill is a financial advisor with RBC Capital Markets in Florham Park, NJ, holding Series 63 and Series 66 designations and bringing 15 years of industry experience. She has been with RBC Capital Markets LLC since 2014. 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 multiple advisory programs that provide tailored portfolio management, financial planning, and brokerage services, utilizing a combination 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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Stuart P

Series 63, Series 65

Florham Park, NJ

RBC Capital Markets

Stuart Perlmutter is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has worked at RBC Capital Markets since 2009 and at City National Bank since 2018. His other business activities include involvement in tax planning and family limited partnerships. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles. The firm utilizes both in-house and third-party managers and offers integrated solutions including alternative investments and lending arrangements.

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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Dorothy T

Series 66

Florham Park, NJ

RBC Capital Markets

Dorothy Tagliente is a financial advisor at RBC Capital Markets with 19 years of industry experience. She holds a Series 66 designation and has worked at RBC Capital Markets since 2009, following a year at J. B. Hanauer & Co. She serves as a trustee for the Kromko Family Trust, which is being replaced by the Kromko Family LLC. 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 advisory programs and tailors portfolio strategies based on client risk profiles using a combination 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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Paul L

Series 63, Series 65

Florham Park, NJ

RBC Capital Markets

Paul Lupo is a financial advisor with RBC Capital Markets in Florham Park, NJ, holding Series 63 and Series 65 designations and possessing 34 years of industry experience. He has worked at RBC Capital Markets since 2008 and has been with City National Bank since 2021. 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, tailoring strategies to clients’ risk profiles and 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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Andrew K

Series 63, Series 65

Florham Park, NJ

RBC Capital Markets

Andrew Katchen is a financial advisor at RBC Capital Markets with 27 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Merrill and Morgan Stanley Private Bank. His current role at RBC follows his time at City National Bank. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles through a combination 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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Jeffrey P

CFP®, Series 63, Series 65

Florham Park, NJ

RBC Capital Markets

Jeffrey Peifly is a CFP®-certified financial advisor with 34 years of industry experience. He is currently with RBC Capital Markets and City National Bank, where he has worked since 2017. Prior to that, he held positions at Morgan Stanley Smith Barney, Morgan Stanley Private Bank, and Morgan Stanley & Co., Incorporated. He serves on the Board of Trustees for the Morris Museum in Morristown, NJ. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, and charitable organizations. The firm offers a variety of advisory programs with tailored portfolio management strategies implemented through 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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Stacey R

Series 63, Series 65

Florham Park, NJ

RBC Capital Markets

Stacey Rudbart is a financial advisor with RBC Capital Markets in Florham Park, NJ, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. She has worked at RBC Capital Markets since 2009 and has been with City National Bank since 2018. Rudbart serves as an advisory board member for Valley National Bank. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored strategies and a range of portfolio management, financial planning, custody, 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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Maria P

Series 63, Series 65, Series 66

Florham Park, NJ

RBC Capital Markets

Maria Powers is a financial advisor at RBC Capital Markets with 18 years of industry experience. She has held her current position since 2017. Powers holds Series 63, Series 65, and Series 66 credentials. 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 a variety of advisory programs and portfolio management services tailored to clients' risk profiles, 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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Daniel S

CFP®, ChFC®, Series 66

Florham Park, NJ

RBC Capital Markets

Daniel Sullivan is a financial advisor with RBC Capital Markets in Florham Park, NJ, holding CFP®, ChFC®, and Series 66 designations. He has 26 years of industry experience, including roles at Axa Advisors, LLC and Axa Equitable prior to joining RBC Capital Markets in 2017. RBC Wealth Management serves a broad client base, including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored portfolio management strategies implemented through a combination 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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Brian K

Series 63, Series 65

Florham Park, NJ

RBC Capital Markets

Brian Kerwin is a financial advisor at RBC Capital Markets with 45 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at City National Bank, Wells Fargo Clearing, and Prudential Equity Group. 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 a range of advisory programs with customizable investment strategies, incorporating both in-house and third-party managers, and provides integrated portfolio management, financial planning, custody, 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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Marissa S

Series 66

Florham Park, NJ

RBC Capital Markets

Marissa Swan is a financial advisor at RBC Capital Markets with four years of industry experience. She holds the Series 66 designation and has worked previously at PNC Bank, Metro Fire and Safety Equipment Co., the University of Delaware, and Fox's Designer Off-Price. 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 various advisory programs that provide discretionary and non-discretionary 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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William G

Series 63

Florham Park, NJ

RBC Capital Markets

William Georgen is a financial advisor with RBC Capital Markets in Florham Park, NJ, holding a Series 63 designation and bringing 36 years of industry experience. His prior roles include positions at Morgan Stanley and Morgan Stanley Private Bank from 2012 to 2021. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, and brokerage services tailored to client risk profiles, 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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