Princeton, NJ Nassau Street Office

Bruce Berman is a financial advisor with RBC Capital Markets based in Princeton, NJ. He holds Series 63 and Series 65 licenses and has 44 years of industry experience. Prior to joining RBC Capital Markets in 2021, he worked at UBS Financial Services for 10 years. He serves on the board of the Institute of Leadership and Institutional Development, which provides tutoring services to underprivileged children. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs and employs tailored investment strategies implemented through a combination of in-house and third-party managers.

Jessica Ovrutsky is a financial advisor with RBC Capital Markets in Princeton, NJ, holding a Series 66 designation and 13 years of industry experience. She worked for UBS Financial Services Inc. for 10 years before joining RBC in 2021. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, 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, supported by RBC’s capital markets and asset management capabilities.

Dustin Illgen is a financial advisor at RBC Capital Markets with 18 years of industry experience. He holds a Series 66 designation and has worked previously at UBS Financial Services and City National Bank. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, and organizations with tailored investment strategies through various advisory programs, combining in-house and third-party managers to provide discretionary and non-discretionary portfolio management and financial planning services.

Chad Goerner is a CFP® professional with 28 years of industry experience, currently with RBC Capital Markets and City National Bank since 2021. He previously worked at UBS Financial Services Inc. for 12 years. Outside of his advisory role, he serves on the board of the New Jersey Conservation Foundation and the Hopewell Valley Arts Council, and he operates a farm-based hobby business, Mount Rose Farm & Distillery LLC. 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 provides tailored advisory programs with discretionary and non-discretionary portfolio management, integrating in-house and third-party investment managers, and offers a range of investment and financial planning services.

Michelle Holahan is a financial advisor with RBC Capital Markets in Princeton, NJ, holding Series 63 and Series 65 registrations and bringing 28 years of industry experience. She 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, institutional clients, corporations, and charitable organizations. The firm offers various advisory programs and portfolio management services tailored to clients’ risk profiles, utilizing both in-house and third-party investment managers.

Claudia Peppard is a financial advisor with RBC Capital Markets in Princeton, NJ. She holds a Series 66 designation and has seven years of industry experience, including prior roles at UBS Financial Services and Synergy. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services, tailoring strategies to clients’ risk profiles through a mix of in-house and third-party investment managers.