About our team

Dmitry Farbman, CEPA®, MBA

Senior Vice President - Financial Advisor

With over 25 years of experience in the financial services industry, Dmitry
has dedicated his career to helping clients build and preserve their wealth
through personalized, trust-based financial strategies. Currently serving as
a senior vice president and financial advisor at RBC Wealth Management,
Dmitry focuses on developing tailored solutions that meet the unique needs
of high-net-worth individuals, families and business owners. His commitment
to clarity and transparency in wealth planning has earned him long-standing
relationships with clients, helping ensure their confidence in navigating

complex financial landscapes.

Before joining RBC Wealth Management, Dmitry held senior roles at UBS
Wealth Management, where he spent over a decade as senior vice president
– investments and senior portfolio manager. His leadership and expertise in
portfolio management enabled him to deliver customized investment strategies
grounded in a deep understanding of market trends and client goals. Dmitry’s
experience also includes nearly 12 years at Wells Fargo Advisors, where he
served as vice president – investment officer and portfolio manager in the
Private Investment Management program. During this time, he built custom
portfolios for clients and oversaw investment strategies, focusing on risk
management and growth.

Dmitry’s financial advisory career began at Morgan Stanley and Merrill Lynch,
where he honed his skills in client relationship management and investment
strategy development.
Dmitry holds a Bachelor of Science degree in finance, accounting and
economics from the Gies College of Business at the University of Illinois
Urbana-Champaign and an MBA in finance from the Keller Graduate School of
Management. He pursued further financial studies at Northwestern University’s
School of Continuing Studies.

Licensed in multiple states across the U.S., Dmitry provides comprehensive
advisory services to clients nationwide, guiding them through every stage of
their financial journey with integrity, expertise and a deep commitment to their
long-term success.

David Klein, M.A., PhD

Senior Vice President - Financial Advisor

847-215-5326 847-243-5309

Email |

Before entering the securities industry, David spent nine years as a professor
at Northwestern University in Evanston, Illinois, and Purdue University in
West Lafayette, Indiana. He began his brokerage career at PaineWebber,
where he also served as manager of one of the local branch offices. He joined
RBC Wealth Management in 1991.

David holds a bachelor’s degree from Brooklyn College, a master’s degree
from Florida State University and a Ph.D. from the University of Illinois
Urbana-Champaign. He also studied in France, where he earned a diploma
from the University of Paris at the Sorbonne. He taught English at a local
lycée (high school) while studying in Paris.

Over the years, David has been very active in communicating his thoughts and
ideas to the investment and business community. He has given many seminars,
has been invited to speak to many business and community groups, has written
articles for the local newspaper and has been frequently interviewed by the
local press. David hosted his own radio show, “Inside the Stock Market.” In
addition, he was a panelist on the television program “Buy, Sell or Hold” and
has appeared for many years on “Ask an Expert.”

David was a public official for 25 years in the villages of Long Grove and
Buffalo Grove. He was elected to the local school board for eight years and
served the following 17 years as trustee and president of the board of trustees
of the Long Grove Fire Protection District. David is now part of the advisory
faculty of the Illinois Public Pension Advisory Committee (IPPAC). He has
written several newspaper articles and has been a guest speaker at many
IPPAC yearly conventions for fire and police pension board members. IPPAC
recently awarded David a memorable plaque “for his contributions to IPPAC
and continuing education for pension fund trustees.” For many years, David
has returned to the University of Illinois with other leaders in the business
community to participate in a symposium n the opportunities for students in
the business and financial world.

Camden Krautsack

Registered Client Associate

847-215-5324

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