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Steven S
Series 63
Purchase, NY
RBC Capital Markets
Steven Solomon is a financial advisor at RBC Capital Markets with 34 years of industry experience. He previously worked at UBS Financial Services from 2010 to 2025 and is currently affiliated with City National Bank. Solomon is a trustee of the Jill E. Solomon Charitable Foundation, a small local charity. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a broad client base including individual investors, institutional clients, and charitable organizations. The firm offers multiple wrap fee advisory programs with tailored strategies implemented through a mix of in-house and third-party managers, combining portfolio management, financial planning, custody, and brokerage services.
George K
CFP®, Series 63, Series 65
Purchase, NY
RBC Capital Markets
George Kanas is a CFP®-designated financial advisor with 43 years of industry experience. He currently works at RBC Capital Markets and City National Bank, having previously spent 13 years at UBS Financial Services. Kanas serves as a trustee and financial advisor for several family trusts. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a variety of advisory programs that provide customized portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile.
Kevin B
Series 66
Purchase, NY
RBC Capital Markets
Kevin Bertoncin is a financial advisor at RBC Capital Markets with 16 years of industry experience. He holds a Series 66 designation and has worked at firms including UBS Financial Services, Fidelity Brokerage Services, and TD Ameritrade. 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 various advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services, implementing tailored investment strategies through a combination of in-house and third-party managers.
Veronica C
Series 63, Series 66
Purchase, NY
RBC Capital Markets
Veronica Casanova is a financial advisor at RBC Capital Markets with 22 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at UBS Financial Services for 15 years. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients by offering a range of advisory programs that include discretionary and non-discretionary portfolio management, financial planning, and brokerage services. The firm customizes investment strategies according to client risk profiles and employs a combination of in-house and third-party managers.
Henriette O
Series 63
Purchase, NY
RBC Capital Markets
Henriette O'Connor is a financial advisor with RBC Capital Markets holding a Series 63 designation and 39 years of industry experience. She previously worked at UBS Financial Services for 13 years before joining RBC Capital Markets in 2025. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various advisory programs tailored to clients’ risk profiles, utilizing a combination of in-house and third-party investment managers along with discretionary and non-discretionary portfolio management services.
Marc C
Series 66
Purchase, NY
RBC Capital Markets
Marc Colamaria is a financial advisor at RBC Capital Markets with 15 years of industry experience. He previously worked at UBS Financial Services for 11 years and currently serves on the Ridgefield Golf Committee in an advisory capacity. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors and institutional clients. The firm offers multiple advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles and investment goals.
Roger M
Series 63, Series 65
Purchase, NY
RBC Capital Markets
Roger Matles is a financial advisor at RBC Capital Markets with 44 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked for UBS Financial Services Inc. for 15 years. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients through advisory programs offering portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles. The firm integrates in-house and third-party managers and provides access to alternative investments and a range of capital-markets capabilities.
Lauren G
Series 63, Series 65, Series 66
Purchase, NY
RBC Capital Markets
Lauren Greico is a financial advisor with RBC Capital Markets, holding Series 63, Series 65, and Series 66 designations and 22 years of industry experience. She has previously worked at Fidelity Investments, MassMutual Life Insurance Company, and MML Investors Services. RBC Wealth Management serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, supporting discretionary and non-discretionary portfolio management alongside financial planning and brokerage services.
Benjamin O
Series 66
Purchase, NY
RBC Capital Markets
Benjamin Okwit Kanas is a financial advisor at RBC Capital Markets with a Series 66 designation and one year of industry experience. His prior work includes roles at City National Bank and UBS Financial Services, Inc. Outside of finance, he is involved with the White Plains Youth Bureau, where he participates in a Saturday academy program for high school students. 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 customized portfolio management and financial planning solutions using a range of advisory programs and investment management strategies.
Glenn B
CFP®, Series 63, Series 66
Purchase, NY
RBC Capital Markets
Glenn Bianco is a financial advisor at RBC Capital Markets with 25 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 66 licenses. His prior experience includes 11 years at UBS Financial Services. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutional clients, corporations, and charitable organizations. The firm offers various wrap fee advisory programs and tailors strategies based on each client’s Advisory Risk Profile, utilizing a mix of in-house and third-party managers.
Michael D
Series 66
Purchase, NY
RBC Capital Markets
Michael Daly is a Series 66 credentialed financial advisor with 25 years of industry experience. He is currently with RBC Capital Markets and City National Bank since 2025, having previously worked at UBS Financial Services for 11 years. Outside of his advisory role, Daly serves as an elected trustee for the Lakeland Central School District and is a member of the board of directors for Huguenot Gardens Tenant Corporation, a cooperative apartment building in New Rochelle, NY. 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 providing discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services, tailoring strategies based on each client’s Advisory Risk Profile and utilizing both in-house and third-party investment managers.
Marisa I
CFP®, Series 66
Purchase, NY
RBC Capital Markets
Marisa Ingraham is a financial advisor at RBC Capital Markets with 10 years of industry experience. She holds the CFP® and Series 66 designations. Prior to joining RBC Capital Markets and City National Bank in 2025, she worked at UBS Financial Services for 10 years. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutional clients, 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.
Margaret A
Series 63, Series 66
Purchase, NY
RBC Capital Markets
Margaret Athanasatos is a financial advisor at RBC Capital Markets with 26 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at UBS Financial Services Inc. for nine years. RBC Wealth Management serves a diverse client base, including individual investors, institutions, and charitable organizations, offering a range of advisory programs with tailored investment strategies implemented through in-house and third-party managers.
Izabella W
Series 66
Purchase, NY
RBC Capital Markets
Izabella Wszolek is a financial advisor at RBC Capital Markets with 10 years of industry experience. She holds the Series 66 designation and previously worked at UBS Financial Services for 12 years before joining RBC in 2025. 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 a range of advisory programs and tailors investment strategies using a combination of in-house and third-party managers, with additional services such as financial planning, custody, and brokerage.
Elena T
Series 63, Series 66
Purchase, NY
RBC Capital Markets
Elena Tashlitsky is a financial advisor with RBC Capital Markets in Purchase, NY, holding Series 63 and Series 66 designations and seven years of industry experience. She previously worked at UBS Financial Services for three years before joining RBC in 2025. RBC Wealth Management serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers tailored investment advisory programs utilizing a combination of in-house and third-party managers, with a focus on customized portfolio management and financial planning.
Deirdre J
Series 66
Purchase, NY
RBC Capital Markets
Deirdre Joyce is a financial advisor at RBC Capital Markets with five years of industry experience. She holds the Series 66 designation and previously worked at UBS Financial Services for six years. Outside of finance, she has been involved with Rivermarket Bar and Kitchen as a waitress for over ten years. 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 a range of advisory programs with tailored investment strategies implemented through both in-house and third-party managers.
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