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.

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