Harvey Albert

Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus

781-270-2233 | Email
978-646-1141

Harvey has been helping clients reach their financial goals for over 40 years. He started his career as a financial advisor at Merrill Lynch in 1979 and moved to Tucker Anthony in 1984. He has remained in the same office since then, transitioning through RBC’s acquisition of Tucker in 2002. As a senior portfolio manager in RBC Wealth Management's Portfolio Focus program, Harvey manages client portfolios using a holistic approach focused on carefully balancing risk and achieving sustainable client objectives.  He also has extensive experience consulting on qualified plan design and operation.

Attending both George Washington University and Temple University, he earned a Bachelor’s degree and also holds a J.D. degree from New England School of Law. He has taught investment courses at University of Lowell and is a past chairman of the WGBH Corporate Executive Council. For the past nineteen years, he has served as Treasurer as well as a board member of Temple Emeth of Chestnut Hill, Massachusetts. Harvey and his wife reside in Brookline, Massachusetts.

Richard J Batten

Senior Vice President - Financial Advisor, Consulting Group

978-646-1152 | Email
978-646-1141

As a Senior Vice President – Financial Advisor with RBC Wealth Management, Rich has focused his investment practice on personalized money management, long-range investment strategies, and retirement planning. He has considerable experience in all aspects of structuring and monitoring wealth management plans for his clients, including tax free investments, retirement plans and 401(k)/IRA rollovers, and trust and estate planning services.

Rich’s approach to Wealth Management integrates client objectives into a personalized plan that can be updated as life changes occur. He combines smart, time tested strategies with rigorous analysis and use of RBC’s in-house specialists to develop creative solutions to help clients attain their goals. 

Rich has worked in the financial services industry for his entire career, including 10 years with the Federal Reserve Bank in Boston. Rich earned a Bachelor of Arts degree in economics from Bates College and also graduated from the Williams School of Banking at Williams College. He and his wife reside in Stoneham.

Zachary Albert, APMA®, CDFA®, CFP®

Financial Advisor

781-270-2227 | Email |
978-646-1141

Zach works with clients on portfolio construction and review, alternative investment strategies, building environmentally and socially responsible portfolios, cash management, and retirement and estate planning. As a CERTIFIED FINANCIAL PLANNERtm, he has completed a rigorous program covering the financial planning process, tax and estate planning, insurance, retirement planning, and investment management.  Zach has also completed a specialized educational program in professional divorce analysis and has earned the designation of Certified Divorce Financial Analyst® (CDFA®). He has also earned the designations of Accredited Portfolio Management Advisorsm (APMA®) and Chartered Retirement Planning Counselorsm (CRPC®) from the College for Financial Planning.  Zach has passed the Series 7 and Series 66 securities exams as well as holding Life and Health insurance licenses.

In his leisure time, Zach enjoys being a volunteer financial management advisor in JF&CS's Journey to Self-Empowerment program, as well as swimming, photography, and sailing on the Charles River.  Zach is a graduate of Bowdoin College and currently lives in Boston’s South End neighborhood.   

Debbie Gilligan

Senior Registered Client Associate

978-646-1154 | Email
978-646-1141

Debbie began her career in the investment industry at Merrill Lynch, and, after raising her two children, returned to work at Tucker Anthony in 1999. After the merger in 2002, she continued with RBC and subsequently began working with Harvey and Rich in 2012. As an integral member of the team, Debbie focuses on building strong relationships with clients and on delivering exceptional personalized service. Additionally, she holds the Series 7 and 63 securities licenses. When not in the office, Debbie enjoys spending time with her family, as well as staying fit and participating in local book clubs.