Hartford, CT One Corporate Center Office

Rachel Sorrentino is a CFP® with 28 years of experience in the financial services industry. She is currently with RBC Capital Markets and has held prior roles at Janney Montgomery Scott and Commonwealth Financial Network. Outside of her advisory work, she is active as a driver for ride-sharing services. 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 investment and advisory programs utilizing both in-house and third-party managers, with capabilities in discretionary portfolio management, financial planning, and integrated capital markets services.

Stefanie Mills is a financial advisor at RBC Capital Markets with 19 years of industry experience. She holds a Series 66 designation and has been with RBC Capital Markets since 2008. 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 strategies implemented through a combination of in-house and third-party investment managers and provides discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services.

Brian Tavano is a financial advisor with RBC Capital Markets in Hartford, CT, holding Series 63 and Series 66 licenses and 35 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, and charitable organizations with a range of advisory programs offering discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients' risk profiles.

Mark Monroe is a financial advisor with RBC Capital Markets in Hartford, CT, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His career includes roles at RBC Capital Markets Corporation since 2008 and City National Bank since 2019. 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 featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services, supported by in-house and third-party investment managers.

David Jorgensen is a financial advisor with RBC Capital Markets in Hartford, CT, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. Prior to joining RBC in 2024, he worked at Morgan Stanley in various capacities from 2012 to 2024. He serves on several nonprofit and community organizations, including as a commissioner for the Capital Region Development Authority, a member of the investment committee for the United Way of Northern and Central Connecticut, and as a board director for The Police Athletic League of Hartford. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with tailored investment strategies delivered through multiple advisory programs that include discretionary and non-discretionary portfolio management, financial planning, and brokerage services. The firm leverages a range of affiliated asset managers and investment vehicles, integrating capital markets capabilities with personalized client solutions.

Dean Calderoni is a financial advisor at RBC Capital Markets with eight years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley Private Bank and the State of Connecticut Judicial Branch. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs with discretionary and non-discretionary portfolio management, tailoring strategies to clients’ Advisory Risk Profiles through a mix of in-house and third-party investment managers.

Tsvetelina Dean is a financial advisor at RBC Capital Markets with a Series 66 designation and three years of industry experience. She has been with RBC Capital Markets since 2022 and previously worked at Berkshire Bank for 13 years. 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 various advisory programs with tailored investment strategies implemented through a combination of in‑house and third‑party managers, alongside access to alternative investments and integrated financial services.

Christian Loffredo is a financial advisor with RBC Capital Markets in Hartford, CT, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He 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 plans, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored strategies implemented through various investment managers and provides a range of portfolio management, financial planning, custody, and brokerage services.

Ali Brancati is a financial advisor at RBC Capital Markets with 23 years of industry experience. He holds a Series 66 designation 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 provides tailored investment strategies through various advisory programs combining in-house and third-party managers, with options for tax management and responsible investing.

Robert Moquin is a CFP® with 20 years of industry experience, currently affiliated with RBC Capital Markets. He previously worked at Morgan Stanley through various divisions from 2009 to 2024. Outside of his advisory role, he serves as an estate executor. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies, combining in-house and third-party managers, and integrates capital markets and lending capabilities through its affiliated entities.

Jason Ruimerman is a financial advisor with RBC Capital Markets in Hartford, CT, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at RBC Capital Markets since 2013 and has been with City National Bank since 2017. 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 multiple wrap fee advisory programs with tailored investment strategies and combines in-house and third-party managers to implement client portfolios.

John Leonard is a financial advisor at RBC Capital Markets in Hartford, CT, holding the Series 66 designation with five years of industry experience. He has worked at RBC Capital Markets since 2020 and has prior experience at V3 Logistics, FedEx, and the University of Connecticut. RBC Wealth Management serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs combining in-house and third-party investment management with customizable portfolio strategies and integrated financial services.

James Goldman is a financial advisor with RBC Capital Markets based in Hartford, CT. He holds the CFP® designation as well as Series 63 and Series 65 licenses and has 37 years of industry experience. His work history includes roles at City National Bank since 2017 and RBC Capital LLC since 2008. 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 multiple advisory programs with discretionary and non-discretionary portfolio management and tailors strategies to clients’ risk profiles using a range of investment managers and program structures.

Elizabeth Jacovino is a CFP®-certified financial advisor with 28 years of industry experience, currently practicing at RBC Capital Markets since 2008. She has served as an adjunct professor teaching estate planning at Pace University. Outside of her advisory role, she is involved in owning and managing multifamily real estate properties through several active entities. 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 providing portfolio management, financial planning, and brokerage services, utilizing a mix of in-house and third-party investment managers to meet specific client needs.

Kevin O’Shea is a financial advisor with RBC Capital Markets in Hartford, CT, holding a Series 66 designation and 20 years of industry experience. He previously worked at Morgan Stanley Smith Barney and Morgan Stanley & Co., Incorporated for a combined 17 years. RBC Wealth Management 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 various internal and external managers, supported by RBC Capital Markets’ broad capital-markets capabilities.