About our team

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 |

James Carlisle

Vice President - Complex Assistant Manager

617-725-2035

Bethany Kelly

Associate Vice President, Complex Assistant Manager

207-756-6150
207-756-6141

Client Strategies Team

With individual specializations across a variety of financial disciplines, the Client Strategies Team serves as a unique resource to RBC Wealth Management financial advisors. Our clients and advisors both benefit from the collective expertise of this team, and their ability to help enhance the effectiveness of wealth management strategies—from recommendations through delivery of solutions.

advisor

Wealth Management Consultant


advisor

Wealth Strategist


advisor

Wealth Planning Consultant


advisor

Wealth Planning Associate


advisor

Credit Consultant


advisor

Insurance Consultant


advisor

Trust Consultant


advisor

Divisional Retirement Plan Consultant


City National Bank banking advisor

City National Bank banking advisors serve as a resource to RBC Wealth Management financial advisors. Together, we gather valuable information and develop a stronger understanding of your financial objectives to support a comprehensive wealth strategy. 

CNB MEMBER FDIC cnb.com Equal Housing Lender, NMLSR #536994

advisor

Vice President – Senior Banking Advisor