Portland, ME Two Portland Square Office

Nikki Theriault is a financial advisor with RBC Capital Markets in Portland, ME, holding a Series 66 designation and 24 years of industry experience. She has been with RBC Capital Markets since 2009. Outside of her advisory role, she is involved with a rental property in Portland. RBC Wealth Management serves a wide range of clients, including individual investors and institutions, offering tailored advisory programs with both discretionary and non-discretionary portfolio management, financial planning, and brokerage services. The firm utilizes a variety of investment managers and strategies to align with clients’ risk profiles and preferences.

Peter Hart is a financial advisor with RBC Capital Markets, holding Series 63, 65, and 66 licenses and bringing 29 years of industry experience. He previously worked at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Outside of his advisory role, Hart coaches the varsity boys tennis team at The Waynflete School in Portland, ME. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations, offering tailored investment strategies through various advisory programs and a combination of in-house and third-party portfolio management.

Brian Wells is a financial advisor at RBC Capital Markets with 28 years of industry experience. Prior to joining RBC in 2023, he worked for UBS Financial Services Inc for nine years. 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 multiple advisory programs with tailored strategies implemented through a combination of in-house and third-party investment managers and model providers.

Ian Mcarthur is a financial advisor at RBC Capital Markets with 25 years of industry experience. He holds the Series 66 designation and has been with RBC Capital Markets Corporation since 2009. 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 combine discretionary and non-discretionary portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment managers to tailor strategies to clients' risk profiles.

Amy Chipman is a financial advisor with RBC Capital Markets in Portland, Maine, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. She has been with RBC Capital Markets since 2009. Chipman serves on the boards of the Rotary of Portland, Maine, and the New England Fiddle Ensemble, a community-based orchestra. 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 tailored investment strategies implemented through a combination of in-house and third-party managers, along with a range of advisory programs and services.

Andrew Stern is a CFA® charterholder and holds a Series 66 license, with 16 years of industry experience. He has been with RBC Capital Markets since 2010 and also worked at City National Bank for five years. Based in Portland, ME, he is currently affiliated with RBC Capital Markets. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutional clients, corporations, and charitable organizations. The firm offers various wrap fee advisory programs with customized investment strategies and access to both in-house and third-party managers, supported by RBC’s broader capital markets capabilities.

Robert Donovan is a financial advisor at RBC Capital Markets with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing, Northwestern Mutual Investment Management, and Morgan Stanley & Co. LLC. 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 investment strategies implemented through a combination of in-house and external managers.

M Sunday is a financial advisor with RBC Capital Markets in Portland, ME, holding a Series 66 designation and 26 years of industry experience. They have been with RBC Capital Markets Corporation since 2008. Outside of advisory work, M Sunday owns a specialty foods business called Tasteful Things and serves on the investment policy committee for Carroll County YMCA/Camp Huckins. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations, offering tailored investment strategies and a range of advisory programs that combine in-house and third-party management with options for tax management and responsible investing.

Alexandra Clement is a financial advisor with RBC Capital Markets in Portland, ME, holding Series 63 and Series 65 licenses and four years of industry experience. She has worked at several firms, including City National Bank, Independent Brokerage Solutions LLC, and Alumni Ventures. Outside of her advisory role, she is involved with Jibe Cycling Studio, an indoor cycling business, where she welcomes new riders. 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 with customizable portfolio management strategies and access to in-house and third-party investment managers.

Drew Abramson is a CFP® with six years of industry experience, currently affiliated with RBC Capital Markets in Portland, ME. His prior roles include positions at Fidelity Investments and Fidelity Brokerage Services LLC. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual and institutional investors. The firm offers a range of advisory programs that provide both discretionary and non-discretionary portfolio management, financial planning, and brokerage services, utilizing a combination of in-house and third-party investment managers.

Bethany Kelly is a financial advisor with RBC Capital Markets in Portland, ME. She holds a Series 66 designation and has 24 years of industry experience, including 18 years with RBC Capital Markets Corporation. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients, offering advisory programs that include discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm customizes strategies based on clients’ risk profiles and utilizes a range of in-house and third-party investment managers and model providers.

Michael Russell is a financial advisor at RBC Capital Markets with three years of industry experience. He holds a Series 66 designation and has previously worked at TD Bank, Sun Life, Edward Jones, Liberty Mutual, and Maine Employers Mutual Insurance Co. Outside of his advisory role, he manages a rental property in Portland, Maine. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individuals, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with customizable investment strategies implemented through both in-house and third-party managers.

Margaret Haskell is a financial advisor with RBC Capital Markets in Portland, ME, holding Series 63 and Series 66 credentials and 35 years of industry experience. She has been with RBC Capital Markets since 2008. Outside of her advisory role, she serves as Treasurer and a board member for Almost Home Rescue, a nonprofit organization. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base 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, complemented by RBC’s capital-markets capabilities and affiliated asset managers.

James Harvey is a financial advisor with RBC Capital Markets in Portland, ME, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with RBC Capital Markets since 2009. Outside of his advisory role, he serves on the boards of the Portland Pirates and the Atlantic Pro Sports and is a member of the finance committee at St. Albans Episcopal Church. He also co-chairs the Portland race for Swim Across America. RBC Wealth Management serves a broad client base, including individual investors, institutional clients, and charitable organizations. The firm offers tailored investment strategies through various advisory programs, combining in-house and third-party managers with options for tax management and responsible investing.

Frederick Dey is a CFP® with 31 years of industry experience and is currently affiliated with RBC Capital Markets in Portland, ME. He has worked at RBC Capital Markets since 2009 and has also been with City National Bank since 2019. Outside of his advisory role, he serves as a director and finance committee member for the Christmas Cove Improvement Association, overseeing financial affairs for this seasonal nonprofit organization. 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 portfolio management, financial planning, and brokerage services tailored to clients' risk profiles and investment preferences.