Irvine, CA Spectrum Center Drive Office

John Fierro is a CFP® professional with 32 years of industry experience, currently working at RBC Capital Markets in Irvine, CA. His prior roles include positions at City National Bank, Wells Fargo Clearing, Morgan Stanley, and Citigroup Global Markets. He serves on the board of directors for a charitable organization, White Oak. RBC Wealth Management, a division of RBC Capital Markets, provides advisory and brokerage services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored investment strategies through multiple advisory programs and combines in-house and third-party managers with a range of portfolio management options.

Madeleine Stewart is a financial advisor at RBC Capital Markets in Irvine, CA, holding a Series 66 designation with 19 years of industry experience. She has been with RBC Capital Markets since 2014. Outside of her advisory role, she is a notary public. 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 that provide tailored portfolio management and financial planning services, utilizing both in-house and third-party investment managers.

Jack Fierro is a financial advisor at RBC Capital Markets with three years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Citigroup, Aaron Capital, Wells Fargo Advisors, and Irfan Consultancy. He also attended Carnegie Mellon University from 2019 to 2023. 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 extensive capital-markets capabilities.

Cole Finley is a financial advisor at RBC Capital Markets with seven years of industry experience. He holds a Series 66 designation and has worked in various roles, including in the restaurant and hospitality sector. 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 investment strategies using in-house and third-party managers, providing a range of portfolio management and financial planning services.

Theresa Allen is a financial advisor with RBC Capital Markets and holds a Series 63 designation. She has 33 years of industry experience, previously working at First Republic Securities Company and First Republic Investment Management. Outside of her advisory role, she serves as Board Chair and Governance Committee member for The Wooden Floor, a nonprofit focused on youth development through dance, and is Treasurer of Shaw's Cove Yacht Club. RBC Wealth Management serves individual and institutional clients with tailored investment strategies, offering discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm utilizes a combination of in-house and third-party investment managers and provides a range of advisory programs designed to meet varied client needs.

Monica Choi is a financial advisor at RBC Capital Markets with one year of industry experience. She holds a Series 66 designation and has worked previously at Northwest Mutual, Pacific Premier Bank, and Davlyn Investments. Outside of her advisory roles, she has managed a room rental business. RBC Wealth Management, a division of RBC Capital Markets, LLC, 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 in-house and third-party managers.

Gresell Wedel is a financial advisor with RBC Capital Markets in Irvine, CA, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has been with RBC Capital Markets since 2013. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with customizable portfolio management services, combining in-house and third-party investment managers and emphasizing tailored strategies based on client risk profiles.

Todd Halbrook is a CFP® professional with over 31 years of experience in the financial industry. He is currently affiliated with RBC Capital Markets in Irvine, CA, and has previously worked at City National Bank, First Republic Investment Management, Wells Fargo Clearing, and Citigroup Global Markets. He serves on the advisory boards for Deans Advisory Board and the CIWM Paul Merage School of Business at the University of California, Irvine. 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 provides a range of advisory programs with tailored investment strategies implemented through both in-house and third-party managers.

Lindsey Caputa is a financial advisor with RBC Capital Markets in Irvine, CA, holding a Series 66 designation and five years of industry experience. She has been with RBC Capital Markets LLC since 2018 and previously worked at Mi Casa for 14 years. RBC Wealth Management, a division of RBC Capital Markets, 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 with tailored investment strategies implemented through a mix of internal and third-party managers, supported by RBC’s capital-markets and affiliated asset management capabilities.

Adam Macdonald is a financial advisor with RBC Capital Markets in Irvine, CA, holding a Series 66 designation and bringing 19 years of industry experience. He has worked previously at firms including First Republic Investment Management and Wells Fargo Clearing. Outside of his advisory role, Macdonald serves on the board of Compass Bible Institute and contributes to a financial literacy program for first-generation college-bound teens at the UCI Center for Investment and Wealth Management. 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 a range of advisory programs that provide portfolio management and financial planning tailored to each client’s risk profile, utilizing both internal and third-party investment managers.

Matthew Loff is a financial advisor at RBC Capital Markets with seven years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing before joining RBC Capital Markets. Outside of his advisory role, he serves as a board member for the Columbus Grove HOA and is a notary public. 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 strategies through various advisory programs, combining in-house and third-party managers with multiple portfolio management options.

Amrit Mathur is a financial advisor at RBC Capital Markets with 11 years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Clearing for eight years. Mathur is also a 50% owner of Riya Exotic Cars LLC, a private company managed by his wife. RBC Wealth Management serves a diverse client base, including individual investors, institutions, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services, implementing tailored investment strategies through a combination of in-house and third-party managers.

Victoria Blanco is a financial advisor at RBC Capital Markets with 29 years of industry experience. She holds the Series 66 designation and has previously worked at First Republic Investment Management and UBS Financial Services. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, combining in-house and third-party investment managers tailored to clients’ risk profiles.

Sanjay Mathur is a financial advisor at RBC Capital Markets with 43 years of industry experience. He previously worked at Wells Fargo Clearing and Morgan Stanley in various capacities. Mathur is an active owner of The Sanjay Mathur and Preeti Mathur Charitable Foundation, a private charitable organization he runs with his spouse. RBC Wealth Management serves a wide range of clients including individuals, institutions, pension plans, and charitable organizations. The firm offers tailored advisory programs and portfolio management services, utilizing a combination of in-house and third-party investment managers to implement customized strategies.

George Otto is a financial advisor at RBC Capital Markets with 39 years of industry experience. He holds Series 63 and Series 65 certifications and has worked at City National Bank since 2019 and RBC Capital Markets since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles and investment preferences.