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Brian N
CFA®, Series 66, Series 63
New York, NY
RBC Capital Markets
Brian Nolan is a CFA® charterholder with 11 years of experience in the financial industry. He is currently with RBC Capital Markets and City National Bank, having previously worked at JPMorgan Securities LLC, JPMorgan Chase Bank NA, and Raffles Capital. 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 provides a range of advisory programs and portfolio management services tailored to clients’ risk profiles, utilizing both in-house and third-party investment managers.
Philip F
Series 63, Series 65
New York, NY
RBC Capital Markets
Philip Fett Jr. is a financial advisor at RBC Capital Markets with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at RBC Capital Markets since 2019. Prior to this, he was employed at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities Inc. from 2010 to 2019. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple wrap fee advisory programs with discretionary and non-discretionary portfolio management and tailors strategies based on each client’s Advisory Risk Profile using a combination of in-house and third-party investment managers.
Diana Lara Z
Series 66
New York, NY
RBC Capital Markets
Diana Lara Zapata is a financial advisor at RBC Capital Markets with a Series 66 designation and one year of industry experience. She previously worked at J.P. Morgan Securities and First Republic Investment Management. Her background includes roles outside of finance, including positions at PepsiCo and in education. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base ranging from individual investors to institutional and charitable organizations. The firm offers a variety of advisory programs tailored to clients’ risk profiles, utilizing both in-house and third-party investment managers.
Edward D
Series 63, Series 65
New York, NY
RBC Capital Markets
Edward Diconza is a financial advisor at RBC Capital Markets with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with RBC Capital Markets since 2008, also working at City National Bank since 2018. Outside of his advisory role, he serves on the Board of Directors for the Louis A Gaeta Memorial Scholarship Fund and participates on the board supporting the Staples High School Girls Lacrosse program. 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 wrap fee advisory programs with customizable investment strategies implemented through a combination of in-house and third-party managers.
Amelie B
Series 66, Series 63
New York, NY
RBC Capital Markets
Amelie Brown is a financial advisor at RBC Capital Markets with Series 66 and Series 63 credentials and one year of industry experience. She previously worked at AllianceBernstein and has held various positions in both financial services and unrelated industries over the past several years. RBC Wealth Management serves a diverse range of clients including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs that provide comprehensive portfolio management, financial planning, and brokerage services, utilizing a combination of in-house and third-party investment managers.
Ronald H
Series 66, Series 63
New York, NY
RBC Capital Markets
Ronald Hall is a financial advisor with RBC Capital Markets in New York, NY. He holds Series 63 and Series 66 licenses and has recent experience with firms including Berenberg Capital Markets and Allstate. Hall has a diverse work history spanning roles outside finance, including time at Trader Joe’s and the US Department of Veterans Affairs. RBC Wealth Management serves a broad client base encompassing 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 both in-house and third-party managers.
Charles B
Series 66
New York, NY
RBC Capital Markets
Charles Brown IV is a financial advisor at RBC Capital Markets with three years of industry experience. He holds a Series 66 designation and has previously worked at JPMorgan Chase Bank, J.P. Morgan Securities LLC, and Oppenheimer & Co., Inc. Outside of finance, his background includes roles in the restaurant and retail sectors. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with tailored investment strategies using a combination of in-house and third-party managers. The firm offers a range of advisory programs providing portfolio management, financial planning, custody, and brokerage services.
Michael S
Series 63, Series 65
New York, NY
RBC Capital Markets
Michael Starr is a financial advisor at RBC Capital Markets with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has been affiliated with RBC Capital Markets since 2015 and City National Bank since 2017. Outside of his advisory role, he manages Starrborne Enterprises LLC and serves as a trustee for his family trust. 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 with customized investment strategies implemented through in-house and third-party managers.
Eric S
Series 63, Series 65
New York, NY
RBC Capital Markets
Eric Stubbs is a financial advisor with RBC Capital Markets in New York, NY, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has worked at RBC Capital Markets since 2008 and City National Bank since 2016. Outside of his advisory role, Mr. Stubbs serves on a doctoral dissertation committee at the University of Iceland, is treasurer on the board of a condominium association, and provides financial education to exonerees through the New England Innocence Project. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with advisory programs offering portfolio management, financial planning, custody, and brokerage services. The firm employs a tailored investment approach utilizing both in-house and third-party managers, with options for tax management and responsible investing.
Margaret P
Series 66
New York, NY
RBC Capital Markets
Margaret Philbin is a financial advisor at RBC Capital Markets with 11 years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley before joining RBC and City National Bank. Outside of her advisory role, she is a passive member of an LLC that operates vending machines. RBC Wealth Management serves a diverse client base including individual investors, institutions, pension plans, corporations, and charities, offering a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile.
Helaine M
Series 63, Series 66
New York, NY
RBC Capital Markets
Helaine Mamelak is a financial advisor with RBC Capital Markets in New York, NY, holding Series 63 and Series 66 credentials and bringing 18 years of industry experience. Her prior roles include positions at City National Bank and the U.S. Steel & Carnegie Pension Fund. She serves as treasurer on the board of Congregation Ansche Chesed and is active in nonprofit work related to investment oversight and financial literacy, including roles with the American Friends Service Committee and High Water Women. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse clientele ranging from individual investors to institutional clients, offering tailored portfolio management and financial planning through various advisory programs. The firm integrates in-house and third-party investment resources, with capabilities that include alternative investments and a broad capital-markets platform.
Courtney S
Series 63, Series 66
New York, NY
RBC Capital Markets
Courtney Shultz is a financial advisor at RBC Capital Markets with nine years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at JPMorgan Securities LLC, JPMorgan Chase Bank NA, Fairfield County Community Foundation, and Okapi Partners. RBC Wealth Management serves a diverse client base, including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies that incorporate in-house and third-party managers, supporting discretionary and non-discretionary portfolio management along with financial planning and custody services.
Katherine K
Series 66
New York, NY
RBC Capital Markets
Katherine Kosior Pajazetovic is a financial advisor at RBC Capital Markets with three years of industry experience. She holds a Series 66 designation and has previously worked at UBS Financial Services, DeFrank McCluskey & Kopp, LLC, and DeGrado Halkovich, LLC. 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 that provide portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles through in-house and third-party investment managers.
Kevin C
Series 66
New York, NY
RBC Capital Markets
Kevin Carey is a financial advisor at RBC Capital Markets with 17 years of industry experience. He holds a Series 66 designation and has previously worked at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, and First Republic Investment Management. 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 featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to each client’s Advisory Risk Profile.
Elizabeth B
Series 66
New York, NY
RBC Capital Markets
Elizabeth Botti is a financial advisor with RBC Capital Markets in New York, NY, holding a Series 66 designation and four years of industry experience. Her prior roles include positions at J.P. Morgan Securities, JPMorgan Chase Bank, and First Republic Securities Company. RBC Wealth Management serves a diverse client base, including individual investors, institutions, corporations, and charitable organizations. The firm offers multiple advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services, utilizing a mix of in-house and third-party investment managers tailored to clients’ Advisory Risk Profiles.
Daniel M
Series 66
New York, NY
RBC Capital Markets
Daniel Marra is a Series 66-licensed financial advisor with 10 years of industry experience. He is currently with RBC Capital Markets, LLC and has previously worked at UBS Financial Services, Inc, Janney Montgomery Scott LLC, and Morgan Stanley Smith Barney LLC. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individuals, institutions, corporations, and charitable organizations. The firm offers various advisory programs with customized portfolio management and financial planning services, leveraging both in-house and third-party investment managers.
Diane F
Series 66
New York, NY
RBC Capital Markets
Diane Fabian is a financial advisor at RBC Capital Markets with 10 years of industry experience. She holds the Series 66 designation and previously worked at Morgan Stanley for 11 years before joining RBC Capital Markets in 2026. 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 variety of wrap fee advisory programs and customizes investment strategies based on clients’ risk profiles, utilizing a combination of in-house and third-party managers.
John P
Series 63, Series 65
New York, NY
RBC Capital Markets
John Pierce is a financial advisor with RBC Capital Markets in New York, NY, holding Series 63 and Series 65 licenses with 42 years of industry experience. He has been with RBC Capital Markets since 2009. Outside of his advisory role, he serves as assistant treasurer for West Side Presbyterian Church. 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 wrap fee advisory programs and employs tailored strategies implemented through a combination of in-house and third-party investment managers.
Alanna H
Series 66, Series 63
New York, NY
RBC Capital Markets
Alanna Hitscherich is a financial advisor at RBC Capital Markets with eight years of industry experience. She holds Series 66 and Series 63 licenses and has worked at firms including JPMorgan Securities, JPMorgan Chase Bank, and Morgan Stanley. Prior to entering the financial industry, she was involved with the College of the Holy Cross Economics Department. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, corporations, and charitable organizations. The firm offers tailored investment strategies through various advisory programs, utilizing both in-house and third-party investment managers to implement discretionary and non-discretionary portfolio management and financial planning services.
William S
Series 63, Series 66
New York, NY
RBC Capital Markets
William Slayne is a financial advisor at RBC Capital Markets in New York, NY, with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at J.P. Morgan Securities and First Republic Investment Management. Outside of his advisory work, he serves as a volunteer firefighter with the Saddle River Fire Department in New Jersey. 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 with tailored investment strategies implemented through both in-house and third-party managers.
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