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Kevin Glueckert is a financial advisor at RBC Securities, Inc. with seven years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at City National Securities, Merrill, Morgan Stanley, U.S. Trust, Bank of America, and was affiliated with the New York Football Giants, Inc. for six years. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through a wrap-fee investment advisory program. The firm offers financial planning, portfolio management, and ongoing reporting, delegating investment management to an affiliated sub-advisor that implements diversified strategies across mutual funds, ETFs, SMAs, and individual securities.

Mangesh Kulkarni is a financial advisor at RBC Securities, Inc. He holds a Series 66 designation and has worked in the financial industry since 2019, including positions at City National Securities, Inc., Finley, Capital One, Silicon Valley Bank, and Prudential Financial. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm combines financial planning and portfolio management with access to affiliated investment sub-advisors and a broad financial services group that includes trust, municipal advisory, and trading businesses.

Andrew Allen is a financial advisor with RBC Securities, Inc. based in New York, NY, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at City National Securities, Inc. and Bank of America, N.A., including Merrill. Outside of his advisory work, he serves as a director of a K-8 nonprofit school, participates as a member in charitable organizations, and acts as an investment direction advisor for a Delaware trust. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program, with investment management delegated to its affiliated sub-advisor. The firm integrates multiple financial services under one group, including a bank parent and related entities, offering comprehensive financial planning, portfolio management, and custody features.

Carolyn Finer is a CFA® charterholder with 20 years of industry experience, currently serving at RBC Securities, Inc. She previously worked at City National Rochdale and City National Securities, Inc. Her credentials also include Series 63 and Series 65 licenses. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through a wrap-fee investment advisory program. The firm combines discretionary portfolio management by an affiliated sub-advisor with custodial and cash-management features, operating within a broad financial services group that includes banking, trust, and municipal advisory services.

Christopher Yonkers is a financial advisor at RBC Securities, Inc. based in New York, NY. He holds a Series 66 designation and has held various roles in the financial and healthcare industries since 2017, including positions at City National Bank and JP Morgan. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm integrates investment management with a broad financial services group, offering discretionary portfolio management alongside affiliated bank and trust services.

Harrison Barresi is a financial advisor at RBC Securities, Inc. with five years of industry experience. He holds a Series 66 designation and has previously worked at City National Securities, Inc. and Rothschild & Co US Inc. Barresi serves as CEO of CWHB Real I LLC, a real estate holding company. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm integrates investment management via its affiliated sub-advisor, RBC Rochdale, and operates within a broad financial services group that includes banking, trust, and municipal advisory activities.

Natalia Markowycz is a financial advisor at RBC Securities, Inc. with seven years of industry experience. She holds the Series 66 designation and has worked at City National Bank since 2017. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm integrates advisory services with a broad financial services group affiliated with a bank parent, offering portfolio management, financial planning, and access to various investment strategies.

Ivor O'keeffe is a financial advisor with RBC Securities, Inc. in New York, NY, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. His prior work includes roles at City National Securities, Inc., Flagstar Advisors, Flagstar Bank, Signature Bank, and Signature Securities Group Corp. Since 2015, he has also served as a non-public arbitrator on FINRA arbitration and mediation panels. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. Investment management is delegated to an affiliated sub-advisor, RBC Rochdale, which implements diversified portfolios using mutual funds, ETFs, SMAs, and individual securities.

Anthony Viducic is a financial advisor with RBC Securities, Inc. He holds the Series 66 designation and has 13 years of industry experience. Prior to joining RBC Securities, he worked at City National Securities, U.S. Bancorp Investments, U.S. Bank, M&T Securities, Wilmington Trust, and UBS Financial Services. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm integrates multiple financial services within a bank-affiliated group and delegates investment management to its affiliated sub-advisor, RBC Rochdale.

Nicholas Attard is a CFA® charterholder with 12 years of industry experience. He is currently with RBC Securities, Inc. and has held prior roles at City National Securities, Inc., Deutsche Bank Securities Inc., Deutsche Bank Trust Company Americas, and Commonfund Securities, Inc. He serves as Treasurer and board member of the Bartlett Arboretum and Gardens and is a committee member for the Old Colony YMCA. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm integrates portfolio management with a broad financial services group affiliated with a bank parent and offers discretionary account management via sub-advisor RBC Rochdale.

Basil Conroy is a CFP® with 30 years of industry experience, currently affiliated with RBC Securities, Inc. He has been with City National Bank since 2016. RBC Securities, Inc. offers wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm integrates investment management with affiliated sub-advisors and financial services entities, providing financial planning, portfolio management, and ongoing reporting.

Valerie Zeigher is a financial advisor with RBC Securities, Inc. in New York, NY, holding a Series 66 designation and 17 years of industry experience. She has worked at City National Bank since 2015. Valerie also serves as co-trustee for her mother’s trust. RBC Securities, Inc. offers wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through a wrap-fee investment advisory program. The firm integrates asset allocation strategies implemented by its affiliated sub-advisor, RBC Rochdale, and operates within a broader financial services group affiliated with a bank and related entities.