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Michael B

Series 66

Jersey City, NJ

RBC Capital Markets

Michael Billa is a financial advisor with RBC Capital Markets in Jersey City, NJ, holding a Series 66 designation and 19 years of industry experience. He has been with RBC Capital Markets LLC since 2012. Outside of his advisory role, he referees youth soccer games through the US Soccer Association. RBC Wealth Management serves a wide range of clients including individual investors, institutions, and nonprofits, offering tailored portfolio management, financial planning, and brokerage services through various advisory programs. The firm combines in-house and third-party investment managers and provides integrated solutions including tax management, responsible investing options, 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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Samantha B

Series 66

Jersey City, NJ

RBC Capital Markets

Samantha Basile is a financial advisor at RBC Capital Markets with five years of industry experience. She holds the Series 66 designation and previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Samantha is based in Jersey City, NJ. 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 tailored investment strategies implemented through a combination of in-house and third-party managers, alongside integrated 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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