Concord, NH South Main Street Office

Harold Losey Jr. is a financial advisor with RBC Capital Markets in Concord, NH, holding Series 63 and Series 65 designations and has 44 years of industry experience. He has worked with City National Bank since 2020 and has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services, using a range of investment managers and customized strategies.

James Mckenna is a financial advisor with RBC Capital Markets, LLC, holding Series 63 and Series 65 designations and 29 years of industry experience. He has worked at several firms including Infinex Investments, Federal Savings Bank, TIAA-CREF, Banc of America Investment Services, and Quick & Reilly. In addition to his advisory role, he serves as Senior Vice President at First Seacoast Bank, focusing on retail and commercial banking. RBC Wealth Management serves a diverse client base ranging from individual investors to institutions, offering a variety of advisory programs that provide portfolio management, financial planning, and brokerage services. The firm customizes investment strategies based on clients’ risk profiles and utilizes a combination of in-house and third-party investment managers.

Kyla Bodkin is a financial advisor at RBC Capital Markets in Concord, NH, with 15 years of industry experience. She holds Series 63 and Series 65 licenses 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, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, supported by integrated capital markets and asset management capabilities.

Theresa Huntley is a financial advisor with RBC Capital Markets in Concord, NH, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. She has been with RBC Capital Markets since 2009. Huntley serves on the board of the Jumpstart Coalition in New Hampshire, which promotes financial literacy among young adults. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base, including individuals, institutions, and charitable organizations, offering tailored investment strategies through a combination of in-house and third-party managers. The firm provides a range of advisory and brokerage services designed to meet various client needs.

Jennifer Elliott is a financial advisor with RBC Capital Markets in Concord, NH, holding Series 63 and Series 65 licenses and having 27 years of industry experience. She has been with RBC Capital Markets Corporation since 2008. 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 offers multiple wrap fee advisory programs with tailored portfolio strategies implemented through a combination of in-house and third-party investment managers.

Matthew Lessard is a financial advisor at RBC Capital Markets with 37 years of industry experience. His prior roles include positions at City National Bank, Wells Fargo Clearing, A. G. Edwards & Sons, Inc., and UBS Financial Services. He holds Series 63 and Series 66 designations. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile and investment preferences.

Pieter Hollenberg is a financial advisor with RBC Capital Markets in Concord, NH, holding a Series 66 designation and 23 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. Outside of his advisory role, he serves on the Regional Advisory Board of the New Hampshire Charitable Foundation and holds a position on the Board of Directors for the Rotary Club of Concord as well as the Capitol Center for the Arts. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations, offering tailored investment programs and portfolio management through a combination of in-house and third-party resources.

Emily Hoffman is a financial advisor at RBC Capital Markets with one year of industry experience. She holds a Series 66 designation and previously worked at Concord Family Vision, PLLC, Visionworks, and the University of Massachusetts Amherst. 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 various advisory programs with tailored investment strategies, combining in-house and third-party managers while providing discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services.

Douglas Bohlman is a financial advisor with RBC Capital Markets in Concord, NH, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. He has been with RBC Capital Markets since 2010. Outside of his advisory role, Bohlman serves on the board of directors for the Krempels Center, a facility supporting individuals recovering from brain injuries, and holds leadership positions with the Rotary Club of Concord, NH. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs with tailored portfolio management and financial planning services, utilizing a range of in-house and third-party investment resources.

Addison Vigars is a financial advisor with RBC Capital Markets in Concord, NH, holding a Series 66 designation and four years of industry experience. Prior to joining RBC in 2026, he worked at Infinex Investments and First Seacoast Bank, among other financial institutions. He also serves as an Assistant Vice President at First Seacoast Bank. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual and institutional investors. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, tailoring strategies based on client risk profiles and utilizing both in-house and third-party investment managers.

Jennifer Carleton is a financial advisor at RBC Capital Markets with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at RBC Capital Markets since 2008, currently also associated with City National Bank. She serves on the Board of Directors for the Capital Region Food Program, a volunteer organization. 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 variety of wrap fee advisory programs and tailors investment strategies to clients’ risk profiles through a combination of in-house and third-party managers.

Philip Keller is a financial advisor with RBC Capital Markets in Concord, NH, holding the CFP® designation and Series 63 and 66 licenses. He has 22 years of industry experience, including roles at RBC Capital Markets Corporation since 2008 and City National Bank since 2019. Keller serves on the finance committee at St. Joseph's Cathedral in Manchester, NH, and advises on fundraising strategies at The Granite YMCA. RBC Wealth Management, a division of RBC Capital Markets, LLC, provides a range of advisory and brokerage services to individual, institutional, and charitable clients. The firm offers tailored investment strategies implemented through a combination of in-house and third-party managers, with options for tax management and responsible investing.

Trent Mc Goldrick is a financial advisor at RBC Capital Markets with one year of industry experience. He holds the Series 66 designation and has prior experience as an independent insurance broker and roles at Aligned Real Estate Partners and Fidelity Investments. 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 various advisory programs providing portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment managers.