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Jennifer L

Series 66

New York, NY

RBC Capital Markets

Jennifer Large is a financial advisor at RBC Capital Markets with 10 years of industry experience. She holds the Series 66 designation and has worked previously at J.P. Morgan Chase Bank, J.P. Morgan Securities, and First Republic Securities Company. Outside of her advisory role, she serves as treasurer for the Friends of the Glen Ridge Library, a charitable foundation. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations, offering a range of advisory programs with discretionary and non-discretionary portfolio management tailored to client 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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Laurence L

Series 63, Series 65

New York, NY

RBC Capital Markets

Laurence Lubkin is a financial advisor at RBC Capital Markets with 43 years of industry experience. He holds Series 63 and Series 65 designations and has worked at RBC Capital Markets since 2012, with prior experience at City National Bank beginning in 2018. 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 in-house and third-party managers, alongside notable 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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Richard S

Series 63, Series 66

New York, NY

RBC Capital Markets

Richard Schnier Jr. is a financial advisor at RBC Capital Markets with 38 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Stifel from 2015 to 2023. Outside of his advisory role, he owns a rental property. 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 with tailored investment strategies implemented through both in-house and third-party managers, providing comprehensive portfolio management and financial planning 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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Walter C

Series 63, Series 66

New York, NY

RBC Capital Markets

Walter Corea is a financial advisor with RBC Capital Markets in New York, NY, holding Series 63 and Series 66 licenses and possessing 24 years of industry experience. He previously worked at Scottrade, Inc. for 11 years before joining RBC Capital Markets in 2018. Outside of his advisory role, Corea serves as a director on the board of the Spanish Woodside SDA Church, where he supports live broadcasting and video editing of sermons. 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 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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Madeleine C

Series 65, Series 63

New York, NY

RBC Capital Markets

Madeleine Condron is a financial advisor at RBC Capital Markets in New York, NY, holding Series 63 and Series 65 licenses with four years of industry experience. Her prior work experience includes roles at Morgan Stanley and City 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 a range of advisory programs and tailors investment strategies using in-house and third-party managers, with notable capabilities in capital markets 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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David L

Series 63, Series 65

New York, NY

RBC Capital Markets

David Lambert is a financial advisor at RBC Capital Markets with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including JP Morgan Securities LLC and First Republic Securities Company. 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 with tailored investment strategies, combining in-house and third-party managers, and provides both 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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John R

Series 66

New York, NY

RBC Capital Markets

John Rehill is a financial advisor with RBC Capital Markets in New York, NY. He holds a Series 66 designation and has two years of industry experience. Prior to joining RBC Capital Markets, he worked at J.P. Morgan Securities, Jpmorgan Chase Bank, and NYLIFE Securities among other firms. He has been involved with several country clubs and educational institutions, including Washington Golf & Country Club and Fairfield University. RBC Wealth Management serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs that provide portfolio management, financial planning, custody, and brokerage services, implementing tailored strategies 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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Andrew T

Series 63, Series 66

New York, NY

RBC Capital Markets

Andrew Thompson is a financial advisor with RBC Capital Markets in New York, NY, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with RBC Capital Markets since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, 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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Katie F

Series 66

New York, NY

RBC Capital Markets

Katie Fiato is a financial advisor at RBC Capital Markets in New York, NY, holding a Series 66 designation with one year of industry experience. Prior to joining RBC in 2025, she worked at Wedbush Securities from 2023 to 2025 and held various roles in education and the food service sector. RBC Wealth Management serves a broad client base including individual investors, institutions, pension plans, corporations, and charities. 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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Leslie S

Series 63, Series 65

New York, NY

RBC Capital Markets

Leslie Schwartz is a financial advisor at RBC Capital Markets with 42 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities Inc. She serves on the board of directors for The Jefferson Condominium in New York, where she has owned a residence for 10 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, offering various advisory programs with customizable portfolio management and financial planning solutions.

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

New York, NY

RBC Capital Markets

John Moran is a financial advisor with RBC Capital Markets in New York, NY, holding Series 63 and Series 65 designations and 42 years of industry experience. He has worked at RBC Capital Markets since 2011 and at City National Bank since 2016. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management tailored to clients’ risk profiles, 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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Jedidiah S

CFP®, Series 66

New York, NY

RBC Capital Markets

Jedidiah Solomon is a financial advisor at RBC Capital Markets in New York, NY, holding CFP® and Series 66 designations with 8 years of industry experience. He has been with RBC Capital Markets, LLC since 2016. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services, tailoring strategies to each client’s Advisory Risk Profile 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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Dale G

Series 63, Series 66

New York, NY

RBC Capital Markets

Dale Gonzaga is a financial advisor at RBC Capital Markets with 13 years of industry experience. He holds Series 63 and Series 66 designations and has been with RBC Capital Markets since 2015. 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 with tailored 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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Alexandra C

Series 66

New York, NY

RBC Capital Markets

Alexandra Cavallaro is a financial advisor at RBC Capital Markets with 15 years of industry experience. She holds a Series 66 designation and has been with RBC Capital Markets since 2012. Outside of her advisory role, she serves as treasurer for the Parents' Association at St Brigid / Our Lady of Hope Regional School. 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 tailored investment strategies through multiple advisory programs, combining in-house and third-party managers with options for tax management and responsible-investing screens.

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 C

Series 66

New York, NY

RBC Capital Markets

Thomas Carney is a financial advisor at RBC Capital Markets with 12 years of industry experience. He holds a Series 66 designation and has previously worked at JP Morgan Chase Bank, J.P. Morgan Securities, First Republic Investment Management, and UBS Financial Services. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, corporations, and charitable organizations. The firm offers various advisory programs with tailored portfolio management strategies 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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Samuel S

Series 66

New York, NY

RBC Capital Markets

Samuel Shafer is a financial advisor with RBC Capital Markets in New York, NY, holding a Series 66 designation and two years of industry experience. Prior to joining RBC, he worked in various roles at Loyola University of Maryland and TM Ward Coffee. RBC Wealth Management serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with customized portfolio management and financial planning, 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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Christopher W

Series 66

New York, NY

RBC Capital Markets

Christopher Wilkens is a financial advisor with RBC Capital Markets in New York, NY, holding a Series 66 designation and 16 years of industry experience. His work history includes roles at City National Bank, Bank of America, N.A., and Merrill Lynch. He serves as a director of American Legion Post 754, a veteran service organization, where he organizes social gatherings for veteran-related events. 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 with discretionary and non-discretionary portfolio management, financial planning, and brokerage services, 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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Gina T

Series 63, Series 66

New York, NY

RBC Capital Markets

Gina Thompson is a financial advisor at RBC Capital Markets with 23 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at UBS Financial Services for 17 years and City National Bank for 3 years. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients, including high-net-worth investors and charitable organizations. The firm offers a range of advisory programs with customizable portfolio management and integrates multiple investment managers and strategies tailored to client 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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Scott E

Series 63, Series 66

New York, NY

RBC Capital Markets

Scott Edwards is a financial advisor with RBC Capital Markets in New York, NY, holding Series 63 and Series 66 licenses and 19 years of industry experience. He has been with RBC Capital Markets since 2016. 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 mix of in-house and third-party managers, providing discretionary and non-discretionary 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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Jason L

Series 66

New York, NY

RBC Capital Markets

Jason Lichtenstein is a financial advisor at RBC Capital Markets with 24 years of industry experience. He holds a Series 66 designation and has worked at City National Bank and Morgan Stanley in various roles since 2011. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs offering discretionary and non-discretionary portfolio management, financial planning, and brokerage services. The firm customizes investment strategies based on client risk profiles 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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