We are proud of our service-oriented culture dedicated to putting clients first and we are committed to ensuring all advisors and clients enjoy a smooth transition to RBC Wealth Management. Scroll through our team members below to learn more about who we are and how we can be of service to you.

Brian Katz

Senior Managing Director - Complex Director

617-725-2049 | Email |
617-725-1789

Brian oversees seven branches and more than 50 financial advisors in the Boston complex. He brings more than 32 years of financial industry experience to RBC Wealth Management. For 28 of those years, he worked in senior leadership at Morgan Stanley and its predecessor firms; for 24 of those years, Brian worked directly in Boston and the greater New England area. He spent 12 years working as a managing director and regional director at both Smith Barney and subsequently Morgan Stanley, leading significant portions of their wealth management businesses. 

Most recently, Brian was a divisional vice president, branch development for Ameriprise Financial, Inc. In that role, he directed all experienced advisor recruiting for the Northeast and Mid-Atlantic regions. 

Brian earned a Bachelor of Science degree in business administration from the University of Denver, as well as an MBA in finance from the University of Wisconsin.

Joanna Bishop

Vice President - Assistant Complex Manager, Private Client Group

781-681-7827 | Email
781-681-7801

Joanna joined RBC Wealth Management in 2004 after five years with Wachovia Securities, and brings a combined 21 years of industry experience to her role as assistant complex manager. Joanna is primarily responsible for supervising the activities of the financial advisors and support staff in the branches for adherence to firm and regulatory policies. She understands the challenges of compliance and helps financial advisors navigate through our regulatory expectations. Joanna’s attention to detail is second to none, especially with regards to onboarding new financial advisors, and she understands the importance of making a seamless transition for the advisor and client. Joanna holds her Series 7, 9, 10, 63, 65, 31 and Massachusetts Life Insurance licenses.

Kathleen Pearson

Vice President - Administrative Complex Manager

617-725-2035 | Email
617-725-2318

Marc Copeland

Assistant Complex Manager

617-725-1714 | Email
617-725-1777

Sue Doherty

Sales Assistant - Institutional Sales

617-725-2108 | Email