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

508-230-8980 | Email
888-399-1018

Joanna joined RBC Wealth Management in 2004 after five years with Wachovia Securities, and brings a combined 24 years of industry experience to her role as Senior Business Associate.  For the past 15 years Joanna held the role of Assistant Complex Manager at RBC overseeing 9 offices with over 150 employees.  Wanting to reconnect back directly with clients, Joanna shifted gears from a Management role to a support role, by joining the Williams Investment Group where she helps clients grow and protect wealth.  She was confident this was the right fit after watching the team’s growth over the past years and their unwavering commitment to their clients.  Joanna has received the RBC award of excellence twice in the past 8 years.  This is awarded to employees who consistently go beyond expectations and make a significant, positive difference in our business.  Joanna attended Plymouth State University where she majored in Psychology and minored in Economics.  Joanna has passed her Series 7, 9, 10, 63, 65, 31 exams and Massachusetts Life Insurance licenses.

Outside of the office, Joanna has a strong charitable stripe and enjoys impacting our community for the better.  She’s spearheaded numerous local service projects.  Joanna led our Boston Complex employees in the annual blue water day project, coordinating the cleanup of the Boston Harbor and surrounding areas.  Joanna also organized our year end “Keeping Boston warm” campaign for Action for Boston Community Development and leads a group of 15 women twice a year to serve meals at Rosie’s place.  In her downtime, you can find Joanna with her husband and two children boating in the summer and skiing in the winter.

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