Michael Gee, CIMA®, CPFA, CPM®

Senior Vice President - Financial Advisor, Consulting Group

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Michael has over 30 years of experience in the financial service industry. He is a senior vice president – financial advisor and portfolio manager for the Alpha Wealth Management Group at RBC Wealth Management. Prior to joining RBC in 2018, Michael had an extensive career as a successful wealth specialist and consultant at Merrill Lynch and Morgan Stanley.

Michael holds the Certified Investment Management Analyst® (CIMA®) designation, administered by IMCA and taught in conjunction with the Wharton School of Business. He also holds the Certified Portfolio Manager (CPM®) designation, administered by The Academy of Certified Portfolio Managers, taught in conjunction with Columbia University. Michael has earned the Retirement Accredited Financial Advisor (RAFA) designation, which allows him to provide access to Fiduciary Advisory Services to both defined benefit and 401(k) contribution plans.

Michael graduated from the State University of Albany with a bachelor’s degree in communications.


Associate, Business Senior

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Eric enjoys working with clients by providing a wealth management strategy that encompasses their entire financial life through a holistic approach. He utilizes a goals-based wealth management process that includes asset allocation, portfolio management, tax minimization, liability management, retirement income planning and estate planning services. Eric has been in the financial industry for over 20 years and joined RBC Wealth Management in 2018.

Eric holds the CERTIFIED FINANCIAL PLANNER™ certification, the Chartered Life Underwriter® designation and the Retirement Income Certified Professional® designation. Eric acquired his Master of Science degree in personal financial planning from the College for Financial Planning, MBA in finance from William Paterson University and his bachelor’s degree from Rutgers University.

Eric has passed the Series 4, 7, 24, 53, 63 and 66 exams, and holds life and health insurance licenses.

Eric lives in Saddle Brook, New Jersey, and volunteers his time to the Fair Lawn Athletic Club, which raises funds for local charities.

Diana Baroni

Senior Registered Client Associate


Diana began her career in the financial services industry in 1998 in the Morristown office of Tucker Anthony, which was acquired by RBC Wealth Management. She graduated from Rowan University with a Bachelor of Arts degree in communications and psychology. Prior to joining RBC, she enjoyed 20+ successful years as an advertising account executive with several major publications including the Star Ledger, NJ Monthly and Rutgers Magazine.

Through her background in sales along with years of experience at RBC Wealth Management, Diana has gained valuable expertise in managing client relationships and providing exceptional focus to detail. She has passed the Series 7 and 63 exams, and was a 2003 recipient of the RBC Award of Excellence. Diana’s knowledge, professionalism and dedication are an integral part of our team’s success.

Client Strategies Team

The Client Strategies Team is a resource to help support you in your wealth planning goals, developing a strong understanding of your personal financial objectives, gathering valuable information and addressing complex financial and wealth strategies issues. Explore the bios below to learn more about the team.

Dan Sullivan

Wealth Strategist

Bruce Crepea

Wealth Planning Consultant

Steve Vitale

Wealth Management Consultant

Ryan Segal

Credit Consultant

Steven Mangine

Insurance Consultant

Cathy Walker

Trust Consultant

Stacia Apostolos

Divisional Retirement Plan Consultant

Kara Evenson

Divisional Annuity Consultant

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