Boston, MA State Street Office

Jennifer Reardon is a CFP® with 29 years of industry experience, currently serving as a financial advisor at RBC Capital Markets since 2017. She previously worked at Morgan Stanley Smith Barney from 2009 to 2017. Ms. Reardon is a member of the Boston Estate Planning Council's Outreach Committee. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations, offering a range of advisory programs with tailored investment strategies and integrated capital-markets capabilities.

Evan D'onofrio is a financial advisor at RBC Capital Markets with seven years of industry experience. He holds the Series 66 designation and has worked at RBC Capital Markets since 2018, with previous experience at Morgan Stanley and Investopedia. 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 provides discretionary and non-discretionary portfolio management, financial planning, and brokerage services through multiple wrap fee advisory programs tailored to client risk profiles.

Grace Bumpus is a CFP®-certified financial advisor with seven years of industry experience, currently practicing at RBC Capital Markets since 2025. Her prior experience includes roles at Franklin Distributors, Franklin Templeton Companies, and Putnam Investment Management. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations, offering tailored advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services.

Charlotte Di Prete is a financial advisor with RBC Capital Markets in Boston, holding a Series 66 designation and four years of industry experience. Her prior work includes roles at The Hinckley Company and managing DiPrete Real Estate Investments. Outside of finance, she has experience in retail with Monelle Clothing and has been involved in collegiate education at Gettysburg College. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individuals, institutions, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management and financial planning through multiple advisory programs tailored to clients’ risk profiles and investment preferences.

John Maddaloni is a financial advisor at RBC Capital Markets with a Series 66 designation and experience beginning in 2026. Prior to joining RBC, he worked at Hornor, Townsend, & Kent LLC and has a background that includes roles at Bucknell University and The Haverford School. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients offering discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm customizes investment strategies based on client risk profiles and utilizes a combination of in-house and third-party managers and program options.

Sheila Golden is a financial advisor at RBC Capital Markets with 37 years of industry experience. She has held positions at Morgan Stanley Smith Barney and Morgan Stanley & Co., Incorporated prior to joining RBC in 2017. She holds the Series 63 and Series 66 designations. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients 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, featuring options for tax management and responsible investing.

Lisa Austin is a financial advisor at RBC Capital Markets with 20 years of industry experience. She holds the Series 66 designation and has previously worked at UBS Financial Services Inc. and City National Bank. Austin serves on the board of directors for Birds Caribbean, an organization focused on bird conservation efforts in the Caribbean. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutional clients, and charitable organizations by offering various advisory programs that provide portfolio management, financial planning, custody, and brokerage services. The firm customizes investment strategies based on client risk profiles, utilizing both in-house and third-party managers, while integrating features such as tax management and responsible-investing options.

Geraldine Shea is a financial advisor at RBC Capital Markets with 34 years of industry experience. She holds Series 63 and Series 65 licenses and has been with RBC since 2008. Outside of her advisory role, she owns and maintains a rental property in South Boston. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individuals, institutions, and charitable organizations. The firm offers various advisory programs with customizable portfolio management and integrates both in-house and third-party investment resources.

Kevin Wythe is a CFP® professional with 36 years of experience in the financial industry. He is currently with RBC Capital Markets, having joined in 2026. His prior experience includes roles at Wells Fargo Clearing Services and Morgan Stanley Private Bank. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with tailored investment strategies, offering discretionary and non-discretionary portfolio management, financial planning, and brokerage services through multiple wrap fee advisory programs.

Gary Bruno is a financial advisor at RBC Capital Markets with 40 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining RBC in 2018, he worked at JPMorgan Chase Bank and J.P. Morgan Securities from 2008 to 2018. 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 various advisory programs with tailored strategies, employing a combination of in-house and third-party investment managers and a range of portfolio management and financial planning services.

Jack Agnew is a financial advisor with RBC Capital Markets in Boston, MA. He holds a Series 66 designation and has recently transitioned into advisory roles following prior experience at Rensselaer Polytechnic Institute and The August Group Capital. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutions, pension 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.

Robert Taylor is a CFA® charterholder with 25 years of industry experience. He is currently affiliated with RBC Capital Markets and has worked there since 2008, also holding a position at City National Bank since 2019. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individuals, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that combine discretionary and non-discretionary portfolio management with financial planning and brokerage services, utilizing both in-house and third-party investment managers.

Brendan Krebs is a financial advisor at RBC Capital Markets with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at PNC Investments, Wells Fargo Clearing, Fisher Investments, and Merrill. Brendan is based in Boston, MA. 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 wrap fee advisory programs with discretionary and non-discretionary portfolio management, tailoring strategies through a range of in-house and third-party investment managers.

Jeffrey Maslanka is a financial advisor with RBC Capital Markets in Boston, MA, holding Series 63 and Series 66 designations and 17 years of industry experience. He previously worked at Morgan Stanley Smith Barney and Citigroup Global Markets. 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 wrap fee advisory programs with tailored portfolio management and financial planning services, utilizing both in-house and third-party investment managers.

Greg Kelley is a financial advisor with RBC Capital Markets in Boston, MA, holding Series 63 and Series 65 credentials and nine years of industry experience. His prior work includes roles at City National Bank, Nomura Securities International, and Putnam Retail Management. He serves on the Board of Directors for the John M. Barry Boys and Girls Club of Newton, participating in program and resource committees. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers tailored advisory programs that combine discretionary and non-discretionary portfolio management with financial planning and brokerage services.