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Joseph B

Series 63, Series 65

Albuquerque, NM

RBC Capital Markets

Joseph Bergamo is a financial advisor with RBC Capital Markets in Albuquerque, NM, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He previously worked at UBS Financial Services Inc from 2009 to 2022 before joining RBC Capital Markets in 2022. He serves on the board of Mandy's Farm, a charitable foundation, where he helps oversee facility maintenance funding. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients through a range of advisory programs, offering customized portfolio management and financial planning services that incorporate both in-house and third-party investment 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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