The Cohen Investment Group - RBC Wealth Management

Joshua Cohen

Managing Director - Financial Advisor, Senior Portfolio Manager - Portfolio Focus

847-215-5339

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Anila Buja

Client Associate

Kyle Thorpe, CFP®

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

847-215-5334

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Client Strategies Team

The Client Strategies Team is a resource to help support you in your wealth planning goals, developing a strong understanding of your personal financial objectives, gathering valuable information and addressing complex financial and wealth strategies issues. Explore the bios below to learn more about the team.

Alex Ingalls

Wealth Management Consultant

Alex spearheads the collaborative efforts of the Client Strategies Team support for your financial advisor. He is part of a multi-disciplinary group of professionals who provide guidance on investment management, estate planning services, credit solutions, insurance and annuity strategies, professional trustee services and trust consulting, retirement solutions, capital markets engagement, banking solutions and more. Called upon for support at various times throughout your wealth management journey, Alex works diligently to address clients’ unique situations.

Blake McKibbin

Wealth Strategist

Based in Des Moines, Iowa, Blake helps financial advisors in the firm’s Central division to understand their clients’ goals and determine appropriate strategies for the complex financial issues of high-net-worth clients. He focuses on wealth transfer planning—including trust and estate planning services as well as business succession, charitable and stock option planning. Blake joined RBC Wealth Management in 2018 after 11 years in the financial services industry.

John Panter

Wealth Management Banker

In the wealth management banker role, John acts as the key contact for financial advisors and their clients to build awareness and understanding of the full cash management and lending options available.

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