Dependability, community, and family values are the cornerstones of our practice. Working as a team, our group structure facilitates high-levels of client service and responsiveness, along with a careful system of checks-and-balances in our work processes.

We look forward to getting to know you and your family, and to a long and healthy relationship.

 

About our team


Harold D. Losey, AWM, CFA

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

603-228-7946
Email |
603-228-7999

Harold began his business career in 1976 as an accountant/financial analyst, spending five years with one Fortune 500 industrial company. In 1981 he opted to pursue a more client-facing and relationship-driven career and, as he likes to say, “Talked his way into the financial advisory field…” at Advest, Inc. 

Over the ensuing twenty-six years he held positions as stockbroker, account executive, branch manager and portfolio manager, all with Advest. He joined RBC Wealth Management as a Senior Vice-President, Financial Advisor in February 2006, where he continues to work directly with clients. 

He earned a Bachelor’s degree in Business Administration from Pennsylvania State University as an accounting major, and did post-graduate work in Economics at the University of North Carolina. He has also completed many continuing education courses at The Advest Institute at Harvard University, and earned his Chartered Financial Analyst designation (CFA) from the Association for Investment Management & Research (now the CFA Institute). He is a member of The CFA InstituteThe Boston Security Analysts Society and is very involved within the New Hampshire community, serving on the investment committee at Crotched Mountain Foundation; as a board member of the Chichester Central School; and as an active supporter of the Chichester Youth Association. 

Living in Chichester, NH with his wife and two daughters, Harold is an avid golfer and gardener, and enjoys all forms of an active, outdoor life.

Jennifer L Carleton, AAMS®, CPFA

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

603-228-7947
Email |
603-228-7999

With over 20 years of industry experience, Jennifer brings a wealth of knowledge and a high-level of responsiveness to her client relationships. Along with her strong New England ties, she graduated from Keene State College with a Bachelor of Arts degree in economics. Interestingly, Jennifer first entered the industry as an intern during her senior year at college. While the position was not meant to lead to a full-time career, she stayed on when summer ended and, as she jokes, “Never had to complete another resume…” because the internship turned into a full-time position. She has been with the same team ever since, although it has grown and moved to RBC Wealth Management in 2006. 

Today she holds the Series 3, 7 and 65 securities licenses, specializes in insurance and annuities products, and has earned the designation of Accredited Asset Management Specialist® through the College for Financial Planning. She has also participated in numerous additional studies, including courses at the Advest Institute at Harvard University. 

Community involvement is an important part of Jennifer’s personal and professional life as well. She is the past director and current committee member, as well as a regular financial supporter of the Webster Youth Soccer Program; and is a current board member and a 25-plus year volunteer and financial supporter of the Capital Region Food Program, a not-for-profit organization helping to reduce hunger in the Greater Concord Area. She also volunteers regularly for the Friends of Merrimack River Greenway Trail, is an active volunteer within the Merrimack Valley School District.

Currently residing in Webster, New Hampshire with her husband and son, Jennifer spends her free time camping in northern New England and the Canadian Maritimes, cooking and gardening with her family.

Renrick Pesce

Financial Advisor - Associate

603-228-7943

Kyla Bodkin

Senior Registered Client Associate

603-228-7948
603-228-7999

With over 10 years of client service experience, Kyla began her financial career at Lincoln Financial Group, working in the life insurance field and then moving to the securities side as an administrator and supervisor of operations.

She joined RBC Wealth Management in 2015 and as a registered client associate. Kyla provides key support in all areas of client service. She holds the Series 7, 63 and 65 securities licenses, a certificate in Paralegal Studies and has earned an ACS (Associate, Customer Service) designation, which has given her a solid foundation of knowledge and skills for delivering exceptional client service.  

Kyla was born and raised in New Hampshire, and currently resides in Weare, NH with her husband, Jon, and daughters, Anisa and Sophia. Her hobbies include camping, hiking and spending time with her family.