Purchase, NY Manhattanville Road Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$280,746,088,986
ClientsTotal clients
275,938
AdvisorsAdvisors at this office
15
Of 3,839 advisors across 401 offices
Location
4 Manhattanville Road, Suite 104
Purchase NY 10577
Advisors at this office
15
Advisors at this office
Steven S
Series 63
Purchase, NY
RBC Capital Markets
Steven Solomon is a financial advisor at RBC Capital Markets with 34 years of industry experience. He previously worked at UBS Financial Services from 2010 to 2025 and is currently affiliated with City National Bank. Solomon is a trustee of the Jill E. Solomon Charitable Foundation, a small local charity. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a broad client base including individual investors, institutional clients, and charitable organizations. The firm offers multiple wrap fee advisory programs with tailored strategies implemented through a mix of in-house and third-party managers, combining portfolio management, financial planning, custody, and brokerage services.
George K
CFP®, Series 63, Series 65
Purchase, NY
RBC Capital Markets
George Kanas is a CFP®-designated financial advisor with 43 years of industry experience. He currently works at RBC Capital Markets and City National Bank, having previously spent 13 years at UBS Financial Services. Kanas serves as a trustee and financial advisor for several family trusts. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a variety of advisory programs that provide customized portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile.
Kevin B
Series 66
Purchase, NY
RBC Capital Markets
Kevin Bertoncin is a financial advisor at RBC Capital Markets with 16 years of industry experience. He holds a Series 66 designation and has worked at firms including UBS Financial Services, Fidelity Brokerage Services, and TD Ameritrade. 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 various advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services, implementing tailored investment strategies through a combination of in-house and third-party managers.
Veronica C
Series 63, Series 66
Purchase, NY
RBC Capital Markets
Veronica Casanova is a financial advisor at RBC Capital Markets with 22 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at UBS Financial Services for 15 years. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients by offering a range of advisory programs that include discretionary and non-discretionary portfolio management, financial planning, and brokerage services. The firm customizes investment strategies according to client risk profiles and employs a combination of in-house and third-party managers.
Henriette O
Series 63
Purchase, NY
RBC Capital Markets
Henriette O'Connor is a financial advisor with RBC Capital Markets holding a Series 63 designation and 39 years of industry experience. She previously worked at UBS Financial Services for 13 years before joining RBC Capital Markets in 2025. RBC Wealth Management, a division of RBC Capital Markets, LLC, 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 tailored to clients’ risk profiles, utilizing a combination of in-house and third-party investment managers along with discretionary and non-discretionary portfolio management services.
Marc C
Series 66
Purchase, NY
RBC Capital Markets
Marc Colamaria is a financial advisor at RBC Capital Markets with 15 years of industry experience. He previously worked at UBS Financial Services for 11 years and currently serves on the Ridgefield Golf Committee in an advisory capacity. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors and institutional clients. The firm offers multiple advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles and investment goals.
Lauren G
Series 66, Series 63, Series 65
Purchase, NY
RBC Capital Markets
Lauren Greico is a financial advisor at RBC Capital Markets with 22 years of industry experience. She holds Series 66, Series 63, and Series 65 designations. Her prior work includes roles at Fidelity Investments, MassMutual Life Insurance Company, and MML Investors Services, LLC. RBC Wealth Management serves individual and institutional clients with a range of wrap fee advisory programs that provide portfolio management, financial planning, custody, and brokerage services. The firm customizes strategies based on clients’ Advisory Risk Profiles and uses both in-house and third-party investment managers.
Benjamin O
Series 66
Purchase, NY
RBC Capital Markets
Benjamin Okwit Kanas is a financial advisor at RBC Capital Markets with a Series 66 designation and one year of industry experience. His prior work includes roles at City National Bank and UBS Financial Services, Inc. Outside of finance, he is involved with the White Plains Youth Bureau, where he participates in a Saturday academy program for high school students. 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 customized portfolio management and financial planning solutions using a range of advisory programs and investment management strategies.
Glenn B
CFP®, Series 63, Series 66
Purchase, NY
RBC Capital Markets
Glenn Bianco is a financial advisor at RBC Capital Markets with 25 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 66 licenses. His prior experience includes 11 years at UBS Financial Services. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutional clients, corporations, and charitable organizations. The firm offers various wrap fee advisory programs and tailors strategies based on each client’s Advisory Risk Profile, utilizing a mix of in-house and third-party managers.
Michael D
Series 66
Purchase, NY
RBC Capital Markets
Michael Daly is a financial advisor at RBC Capital Markets with 24 years of industry experience and holds a Series 66 credential. He previously worked for UBS Financial Services for 11 years and has served on the board of a cooperative apartment building as well as a publicly elected school district trustee participating on audit and facilities committees. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers.
Marisa I
CFP®, Series 66
Purchase, NY
RBC Capital Markets
Marisa Ingraham is a financial advisor at RBC Capital Markets with 10 years of industry experience. She holds the CFP® and Series 66 designations. Prior to joining RBC Capital Markets and City National Bank in 2025, she worked at UBS Financial Services for 10 years. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutional clients, corporations, and charitable organizations. The firm offers a variety of advisory programs and portfolio management services tailored to clients’ risk profiles, utilizing both in-house and third-party investment managers.
Margaret A
Series 63, Series 66
Purchase, NY
RBC Capital Markets
Margaret Athanasatos is a financial advisor at RBC Capital Markets with 25 years of industry experience. She holds Series 63 and Series 66 credentials and previously worked at UBS Financial Services and Citigroup Global Markets. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing 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 tailored to clients’ risk profiles and investment preferences.
Izabella W
Series 66
Purchase, NY
RBC Capital Markets
Izabella Wszolek is a financial advisor at RBC Capital Markets with nine years of industry experience. She holds a Series 66 designation and previously worked for UBS Financial Services for twelve years. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse clientele, including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, supporting a range of portfolio management and financial planning services.
Elena T
Series 63, Series 66
Purchase, NY
RBC Capital Markets
Elena Tashlitsky is a financial advisor with RBC Capital Markets in Purchase, NY, holding Series 63 and Series 66 designations and seven years of industry experience. She previously worked at UBS Financial Services for three years before joining RBC in 2025. RBC Wealth Management serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers tailored investment advisory programs utilizing a combination of in-house and third-party managers, with a focus on customized portfolio management and financial planning.
Deirdre J
Series 66
Purchase, NY
RBC Capital Markets
Deirdre Joyce is a financial advisor at RBC Capital Markets with four years of industry experience. She previously worked for UBS Financial Services for six years. Outside of finance, she has been involved in the restaurant industry, working as a waitress at Rivermarket Bar and Kitchen since 2016. 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 a variety of advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles.
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