Charlotte manages the overall client operations for the team, which include client onboarding, executing trades, and all related support to help provide smooth, efficient client interactions. Charlotte graduated from Gettysburg College with a Bachelor of Arts degree in organization and management studies and a minor in business. She was a member of the NCAA Division III field hockey team as well as a member of Chi Omega, where she served as treasurer for two years. She spent a semester studying communications in  Copenhagen, Denmark. Charlotte worked as a finance intern at Hinckley Yachts in Rhode Island. Charlotte passed the SIE, Series 7 and 66 FINRA exams. Prior to joining the team, she spent four years at RBC Wealth Management in the New York City branch. Charlotte resides in Boston, where she enjoys running, cooking and spending time with friends, family, and her dogs, Piper and Fitz.

Brennan joined RBC Wealth Management in 2025 and works to assist Rick, Alex, and Charlotte with client account opening, servicing, and maintenance.

Brennan graduated from Bentley University in 2022, and before becoming a Client Associate at RBC, Brennan worked as an Operational Support Specialist at Commonwealth Financial Network where he served as back office support for Commonwealth's advisors and clients. During this time, Brennan also passed the Series 7 exam. When not spending time with family and friends, Brennan enjoys going on hikes, listening to music, and watching football.