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.

Russell Mansfield, CFP®, RICP®

Senior Vice President - Branch Director, Consulting Group

704-264-2753 | Email

Russell focuses on growing our branch and making it an exemplary office for outstanding client service. He graduated from Wake Forest University in 1985 with a BS in Mathematics and a minor in Computer Science. He became a registered representative in 1987 and has been in the financial services industry ever since. After completing the extensive curriculum required, he achieved the CERTIFIED FINANCIAL PLANNER™ certification in 1993. Each year, he attends continuing education classes to keep his designation current. In college, he was a member of the Sigma Phi Epsilon Fraternity and was Interfraternity Council President. He enjoys giving back to his community, and is proud to keep his branch involved in charitable endeavors. He has written articles for The Matthews Record magazine, and currently serves on the boards of the Counseling Center of Charlotte and East Mecklenburg High School Foundation. He is a Charlotte native, graduating from East Mecklenburg High School, and has remained in Charlotte with his wife, Missie, and their two daughters, Anna and Sarah. Russell and his family are active members of Providence Baptist Church, where he has taught several financial classes. He has coached youth sports for over 25 years, and recently was awarded the 2015 Christian Coach of the Year by the Playbook for Life, Youth Basketball League.

Greg Jorgensen

Senior Vice President - Financial Advisor- FAS, Senior Portfolio Manager - Portfolio Focus

704-264-2781 | Email |
704-264-2793

Greg brings over 17 years of financial industry experience to the Charlotte Branch. As the Assistant Branch Director, his focus is to continue growing the Charlotte office by meeting and recruiting talented Financial Advisors in the area. Greg is a graduate of UNC-Wilmington, earning a degree in Finance from Cameron School of Business. He has his Series 3, 7, 9, 10, 24, 31, and 66 Investment licenses, as well has his Life, Health and Long Term Care Insurance licenses. Greg lives in the Southpark area with his wife and three kids.

Katharine Osborne, ChFC

Branch Service Mgr/Sr Registered Client Assoc

704-264-2771 | Email
704-264-2793

Katharine is the Branch Service Manager in our Charlotte Branch. She focuses on ensuring that our branch operates as smoothly as possible to provide the best experience for clients. She graduated from UNC Charlotte in 2004 with a degree in International Business. She holds the Series 7, 63, and 66 licenses, as well as Life, Health, and Long Term Care insurance licenses. In 2010, she obtained the Chartered Financial Consultant designation, which was a comprehensive assessment in the areas of financial planning, income tax, insurance, investment and estate planning. Katharine lives in Fort Mill with her husband, Kreg, and their two daughters.

Financial Advisors

Here at RBC Charlotte, we have many experienced, knowledgeable financial advisors that diligently work to evaluate the needs of families and provide solutions that help meet financial goals. Go to the Investing With Us page to learn more and find a local Financial Advisor that is right for you!


Consulting Team

With individual specializations across a variety of financial disciplines, our consulting 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.