Oakbrook Terrace, IL Office

John Kuhlman, Jr. is a financial advisor at RBC Capital Markets with 47 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at City National Bank since 2019, continuing his tenure with RBC Capital Markets since 2008. Outside of advisory work, he serves on the board of directors for Argon Credit Corporation and advises on restructuring for Harbour Contractors. 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 to each client’s risk profile and supported by in-house and third-party investment managers.

Patrick Calkins is a financial advisor with RBC Capital Markets in Oakbrook Terrace, IL, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with RBC Capital Markets since 2008 and previously worked at City National Bank for seven years. Outside of his advisory role, he actively manages a rental townhouse in Bonita Springs, FL. 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 featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services, with investment strategies tailored to each client’s risk profile.

Theresa Calkins is a financial advisor with RBC Capital Markets in Oakbrook Terrace, IL, holding a Series 66 credential and three years of industry experience. Her work history includes roles at City National Bank and River West Meeting Associates, Inc. from 2012 to 2022. 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 a range of advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers.

Carrie Groszek is a financial advisor with RBC Capital Markets, holding Series 63 and Series 66 credentials and over 32 years of industry experience. She has been with RBC Capital Markets since 2008 and previously worked at City National Bank for eight years. Groszek has been involved with Grand Master Learning, a program aimed at developing critical and strategic thinking behaviors in U.S. schools. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse range of clients including individual investors, institutions, and charitable organizations. The firm offers various advisory programs that provide tailored portfolio management, financial planning, and brokerage services through a combination of in-house and third-party investment managers.

Anne Marie Metro is a financial advisor at RBC Capital Markets with 39 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at UBS Financial Services for 18 years prior to joining RBC in 2015. Outside of her advisory role, she maintains a personal membership with Amway. RBC Wealth Management serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs and customizes investment strategies based on clients’ Advisory Risk Profiles, utilizing both in-house and third-party managers.

Christopher Buol is a financial advisor with RBC Capital Markets who holds Series 63 and Series 65 licenses and has 36 years of industry experience. He has worked at City National Bank since 2019 and has been with RBC Capital Markets LLC 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 a variety of advisory programs and portfolio management services that are tailored to clients' risk profiles and utilize both in-house and third-party investment managers.

Michelle Grist is a financial advisor with RBC Capital Markets in Oakbrook Terrace, IL, holding a Series 66 designation and 21 years of industry experience. She has worked at RBC Capital Markets since 2012 and at City National Bank since 2017. 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 investment strategies implemented through a combination of in-house and third-party managers, supported by RBC’s extensive capital markets and asset management capabilities.

Jeffrey De Young is a financial advisor with RBC Capital Markets in Oakbrook Terrace, IL, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He previously worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities Inc. for 13 years. 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 with customizable investment strategies implemented through various in‑house and third‑party managers, supported by RBC’s capital markets capabilities and affiliated asset managers.

Niki Condos is a financial advisor with RBC Capital Markets in Oakbrook Terrace, IL, holding a Series 66 designation and 24 years of industry experience. She has been with RBC Dain Rauscher since 2004. 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 a variety of wrap fee advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers.

Michael Martin is a financial advisor at RBC Capital Markets with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at UBS Financial Services and City National Bank. Martin serves on the boards of Be Brave Buddies, a nonprofit distributing dolls and cards to children with cancer, and the Dan Gibbons Foundation, which works to feed the hungry in DuPage County, Illinois. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers bespoke portfolio management and financial planning services, utilizing a range of in-house and third-party investment solutions tailored to each client’s risk profile.

Sylvia Raith is a financial advisor with RBC Capital Markets, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. She worked at J.P. Morgan Securities Inc. for 16 years before joining RBC Capital Markets in 2023. Outside of her advisory work, she manages residential rental properties. 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 customized investment strategies implemented through a mix of in-house and third-party managers.

John Daly Jr. is a financial advisor with RBC Capital Markets in Oakbrook Terrace, IL, holding a Series 66 designation and 17 years of industry experience. He previously worked at First Trust Portfolios L.P. for nine years and City National Bank for one year before joining RBC Capital Markets where he has been since 2019. Outside of his advisory role, Daly assists with his grandfather’s publishing business, Premiere Publishing Corp, providing consulting on distribution channels and marketing partnerships. RBC Wealth Management serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients' risk profiles, leveraging both in-house resources and third-party managers.

Daniel Behr Jr. is a financial advisor at RBC Capital Markets with two years of industry experience. He holds a Series 66 designation and has previously worked at Crystal Tree Golf & Country Club and Ravinia Green Country Club. 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 a range of advisory programs with tailored investment strategies implemented through in-house and third-party managers, along with integrated lending and cash-sweep services.

Peter Mortimer is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked at RBC Capital Markets since 2008 and at City National Bank since 2018. Outside of his advisory work, he is an owner and advisor for the investment account of Wade Fetzer Company, a holding company for vacation property. 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 wrap fee advisory programs with tailored strategies based on client risk profiles, utilizing a combination of in-house and third-party investment managers and a broad range of portfolio management and financial planning services.