About our team

Les serves as a resource for advisors in determining and developing wealth transfer strategies for high net worth clients in areas including: estate strategies, lifetime giving, and personal trust planning, charitable giving, concentrated equity position diversification and employee stock options. Coverage includes meetings with advisors and their individual clients and attorneys/CPAs, client seminars and training sessions for advisors and outside centers of influence or educational branch visits.  

Based in Wilmington, Delaware, Cathy is responsible for helping RBC Wealth Management financial advisors promote family legacy planning concepts to clients. She also helps educate clients about the benefits of using wealth management strategies that incorporate trust and philanthropic solutions. Cathy strives to make what is often viewed as a sensitive and difficult topic into a conversation about the role of planning for clients, their families, friends and communities.

Liz works with RBC Wealth Management financial advisors to develop appropriate wealth management solutions for clients in the areas of estate planning, retirement planning, stock option planning, charitable giving, education funding and wealth transfer. She also works with clients’ attorneys, accountants and other professionals to implement strategies to meet clients’ financial objectives.

Before joining Royal Bank of Canada in July 2020 as the Head of High Net Worth Credit, Matthew held various leadership roles in the High Net Worth division of Morgan Stanley’s Private Bank from 2012 to 2020, most recently as the Head of the Ultra High Net Worth Sales team. Prior to that, he was the internal counsel for Morgan Stanley’s Private Banking Group overseeing the development and operation of the firm’s international and domestic lending offerings. Before joining Morgan Stanley in June 2007, Matthew served many years as a corporate finance and tax attorney at several prominent international law firms in New York City.

Matthew earned a B.A. and M.A. from the University of Florida and a J.D. and L.L.M. in Taxation from Boston University School of Law. His publication credits include articles in numerous tax and finance journals including The Secured Lender, Asset-Based Finance Journal and Financier Worldwide. He has passed the Series 7, 63, and 24 exams and is is a member of the New York Bar Association.