Walnut Creek, CA North California Blvd. Office

Michael Isola is a CFP® professional with 27 years of experience in the financial industry. He is affiliated with RBC Capital Markets and has worked at both RBC Capital Markets since 2012 and City National Bank since 2018. Outside of his advisory role, he serves as secretary treasurer of Oakland Land & Cattle Company, a nonprofit private hunting club in California. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations, offering a range of advisory programs and portfolio management services tailored to clients’ risk profiles.

Magnus Du Borg is a CFP® professional with 17 years of experience in financial advisory roles. He is currently affiliated with RBC Capital Markets and City National Bank, having previously worked at Morgan Stanley and its private banking divisions for over a decade. Outside of his advisory work, he is involved in real estate investment as a passive capital partner in several entities. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers tailored investment strategies through multiple advisory programs, utilizing both in-house and third-party managers and providing a range of portfolio management and financial planning services.

Brandon York is a financial advisor at RBC Capital Markets with 28 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank prior to joining RBC in 2018. 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 multiple wrap fee advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to each client’s Advisory Risk Profile.

Nathan Richards is a financial advisor at RBC Capital Markets with a Series 66 designation and one year of industry experience. Prior to joining RBC Capital Markets, he held positions at Simpson University and RBC Wealth Management. 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 tailored investment strategies through various advisory programs and combines in-house and third-party portfolio management resources.

David Tucker IV is a financial advisor at RBC Capital Markets in Walnut Creek, CA, holding Series 63 and Series 65 licenses with one year of industry experience. He previously worked at City National Bank and has a background that includes education at the University of Oregon. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients through various advisory programs offering portfolio management, financial planning, custody, and brokerage services. The firm employs tailored investment strategies implemented via a mix of in-house and third-party managers, supporting both discretionary and non-discretionary accounts.

Bruce Meyers is a financial advisor with RBC Capital Markets in Walnut Creek, CA, holding Series 63 and Series 65 licenses and possessing 28 years of industry experience. He has worked with RBC Capital Markets since 2008 and with City National Bank since 2017. Outside of advising, he occasionally engages in freelance sports writing. 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 multiple advisory programs with customizable investment strategies implemented through both in-house and third-party managers, supported by a range of portfolio management and financial planning services.

David Tucker III is a financial advisor with RBC Capital Markets in Walnut Creek, CA, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has worked at RBC Capital Markets since 2008 and at City National Bank since 2016. Outside of his advisory role, he is actively involved as an owner and manager at Tucker Family Vineyards LLC. 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 implemented through both in-house and third-party managers.

James Brian Sugay is a financial advisor with RBC Capital Markets and holds a Series 66 designation. He has 18 years of industry experience, including roles at City National Bank and Wells Fargo Clearing. Outside of his advisory work, he is a co-owner of a vacation property. RBC Wealth Management serves a diverse client base including individual investors, institutions, pension plans, corporations, and charities. The firm offers a variety of advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services, utilizing both in-house and third-party investment managers.

Christopher Spence is a financial advisor with RBC Capital Markets, holding a Series 66 credential and 28 years of industry experience. He has been with RBC since 2018 and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. 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 a range of advisory programs and tailors investment strategies to clients’ risk profiles using a combination of in-house and third-party managers.

James Lin is a financial advisor at RBC Capital Markets in Walnut Creek, CA, with 23 years of industry experience. He holds a Series 66 designation and has previously worked at City National Bank, Bank of America, N.A., and Merrill. 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 various advisory programs with tailored portfolio management and financial planning services, utilizing a combination of in-house and third-party investment managers.

Amy Caffese is a financial advisor with RBC Capital Markets in Walnut Creek, California. She holds a Series 66 designation and has 19 years of industry experience. Prior to joining RBC Capital Markets in 2017, she worked at Wells Fargo Clearing and Wells Fargo Bank from 2002 to 2017. 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 that provide portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile.

Michael Tran is a financial advisor at RBC Capital Markets with 13 years of industry experience. He holds a Series 66 designation and has previously worked at Fidelity Brokerage Services and Charles Schwab & Co., Inc. 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 a range of advisory programs with customizable portfolio management and financial planning services, utilizing both in-house and third-party investment managers.

Matthew Forrey is a financial advisor with RBC Capital Markets in Walnut Creek, CA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior work includes roles at City National Bank, Wells Fargo Clearing, and Wells Fargo Investments. Outside of his advisory work, he serves as a trustee for a family trust. RBC Wealth Management, a division of RBC Capital Markets, offers a range of advisory programs serving individual investors, institutions, and organizations. The firm customizes investment strategies based on client risk profiles and combines in-house and third-party managers to deliver portfolio management, financial planning, custody, and brokerage services.

Brandon Zerio is a financial advisor at RBC Capital Markets with a Series 66 designation and one year of industry experience. Prior to joining RBC, he worked at Kemper Sports – Dublin Ranch Golf Course and was self-employed for one year. 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 customizable investment strategies, combining in-house and third-party managers to meet clients’ risk profiles and service needs.

Michael Heisick is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked at RBC Capital Markets since 2017, with prior experience at Wells Fargo Clearing, Citigroup Global Markets, and Ameriprise. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs providing portfolio management, financial planning, custody, and brokerage services, utilizing both in-house and third-party investment managers tailored to clients' risk profiles.