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.

Russell Mansfield, CFP®, RICP®

Senior Vice President - Branch Director, Senior Consulting Group

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image of Greg Jorgensen

Greg Jorgensen, CEPA®, CPFA®

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

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Katharine Osborne, CFP®, ChFC®

Senior Investment Associate


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.