New York, NY Avenue of the Americas Office

Team
Updated today

Client AUM

$280,746,088,986

Clients

275,938

Advisors

98

Of 3,839 advisors across 402 offices

Location

1211 Avenue of the Americas, Suite 3300

New York NY 10036

Advisors at this office

98

Advisors at this office

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Matthew P

Series 66

New York, NY

RBC Capital Markets

Matthew Paragamian is a financial advisor at RBC Capital Markets with one year of industry experience. He holds the Series 66 designation and has previously worked at Hays Talent Solutions, the International Finance Corporation, and Artemis Real Estate Partners. His background also includes full-time education at the University of Pennsylvania and extended travel. 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 wrap fee advisory programs with discretionary and non-discretionary portfolio management, tailoring strategies to clients’ Advisory Risk Profiles and utilizing both in-house and third-party investment managers.

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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Alex Z

Series 66, Series 63

New York, NY

RBC Capital Markets

Alex Zeh is a financial advisor at RBC Capital Markets in New York, NY, holding Series 66 and Series 63 licenses. Alex has been with RBC Capital Markets since 2023 and has prior experience working at Northwell Health and as an educator at various schools. Outside of finance, Alex has been involved with College Coolers from 2021 to 2025. 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 and tailors investment strategies based on client risk profiles, utilizing both in-house and third-party managers.

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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Terence T

Series 63, Series 65, Series 66

New York, NY

RBC Capital Markets

Terence Tracy is a financial advisor at RBC Capital Markets with 43 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to joining RBC in 2024, he worked for Citigroup Global Markets Inc. from 2009 to 2024. RBC Wealth Management serves a diverse client base, including individual investors, institutions, corporations, and charitable organizations. The firm offers a range of advisory programs with customizable portfolio management and financial planning services, leveraging both in-house and third-party investment managers.

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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Megan W

Series 63, Series 66

New York, NY

RBC Capital Markets

Megan Wilson is a financial advisor at RBC Capital Markets with 13 years of industry experience. She holds Series 63 and Series 66 credentials and previously worked for J.P. Morgan Chase Bank and J.P. Morgan Securities LLC for 10 years. 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 tailored investment strategies implemented through a combination of in-house and third-party managers.

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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Shayaan H

Series 66

New York, NY

RBC Capital Markets

Shayaan Hasan is a financial advisor at RBC Capital Markets with six years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America, N.A. and Merrill. Hasan is based in New York, NY. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored strategies implemented through a combination of in-house and third-party investment managers.

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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Nicholas D

Series 66

New York, NY

RBC Capital Markets

Nicholas Dzuna is a financial advisor at RBC Capital Markets with four years of industry experience. He holds a Series 66 designation and has worked at RBC Capital Markets since 2021. Prior to his current role, he was employed at Opdyke Furniture for seven years. 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, financial planning, and brokerage services tailored to clients’ risk profiles.

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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Emily T

Series 66

New York, NY

RBC Capital Markets

Emily Thurlow is a financial advisor at RBC Capital Markets with a Series 66 designation and approximately one year of industry experience. Her prior work includes roles at Yellowstone Club and Xanterra Travel Collection, as well as periods of full-time education and travel. 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 a range of advisory programs featuring discretionary and non-discretionary portfolio management, tailored strategies, and access to both in‑house and third‑party investment managers.

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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Vincenzo T

Series 66

New York, NY

RBC Capital Markets

Vincenzo Turano is a financial advisor at RBC Capital Markets with 50 years of industry experience. He holds a Series 66 designation and has worked at RBC Capital Markets since 2008, previously spending four years at City National Bank. Turano serves on the board of directors of the Fortis Group, a real estate business, since 1995. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations with tailored advisory programs that include portfolio management, financial planning, and brokerage services. The firm combines in-house and third-party managers to implement customized investment strategies and offers integrated capital markets and alternative investment capabilities.

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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Stephen B

Series 63, Series 65

New York, NY

RBC Capital Markets

Stephen Beninati is a financial advisor at RBC Capital Markets with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at RBC Capital Markets since 2012 and City National Bank since 2016. Beninati serves on the boards or committees of several nonprofit organizations, including AmpleHarvest and WhyHunger. RBC Wealth Management, a division of RBC Capital Markets, LLC, provides investment advisory and brokerage services to individuals, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs that incorporate in-house and third-party managers, tailored to clients’ risk profiles and including options for tax management and responsible investing.

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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Robert G

Series 63, Series 65

New York, NY

RBC Capital Markets

Robert Geisler is a financial advisor with RBC Capital Markets in New York, NY, holding Series 63 and Series 65 designations. He has 32 years of industry experience, including 11 years at UBS Financial Services prior to joining RBC in 2020. RBC Wealth Management serves a diverse client base ranging from individual investors to institutions, offering a range of advisory programs with tailored portfolio management and financial planning services. The firm utilizes a combination of in-house and third-party investment managers and provides access to various investment options, including alternative investments and integrated lending 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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John M

Series 66

New York, NY

RBC Capital Markets

John Mac Farlane is a financial advisor at RBC Capital Markets in New York, NY, holding a Series 66 designation with two years of industry experience. Prior to joining RBC, he worked at Bank of America, Merrill, and US Health Partners LLC / Tiercel Partners. His background also includes experience in the retail and hospitality sectors, such as owning Spirit of 76 Wines and Liquors and working at Fratello's Restaurant. 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 that provide portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment managers.

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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Eric S

Series 66

New York, NY

RBC Capital Markets

Eric Sumanaru is a financial advisor at RBC Capital Markets in New York, NY, holding a Series 66 designation with six years of industry experience. His prior work history includes roles at JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, and Morgan Stanley. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies implemented through a mix of in-house and third-party managers, supported by RBC’s comprehensive capital markets and affiliated asset management capabilities.

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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Arturo P

Series 63, Series 65

New York, NY

RBC Capital Markets

Arturo Pensato is a financial advisor at RBC Capital Markets with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at notable firms including J.P. Morgan Securities and First Republic Securities Company. 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 with tailored investment strategies, utilizing in-house and third-party managers to meet client risk profiles and preferences.

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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Carmilita A

Series 66

New York, NY

RBC Capital Markets

Carmilita Aching is a financial advisor at RBC Capital Markets in New York, NY, holding a Series 66 designation with 10 years of industry experience. She previously worked at JP Morgan Chase Bank NA and JPMorgan Securities LLC from 2015 to 2020. Outside of her advisory role, she is the owner of a personal training business. 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.

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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Daniel S

Series 63, Series 66

New York, NY

RBC Capital Markets

Daniel Starr is a financial advisor at RBC Capital Markets in New York, NY, with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at City National Bank. Outside of his advisory role, he is a partner in LSTARR PARTNERS LLC and has an ownership interest in STARR BROTHERS LLC, a holding company. RBC Wealth Management serves a diverse client base, including individual investors, institutions, and charitable organizations, offering wrap fee advisory programs with tailored portfolio management and financial planning services. The firm utilizes a combination of in-house and third-party investment managers and provides a range of account structures and investment options.

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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