The LSS Group - RBC Wealth Management

Eden Lopez

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

I apply a high-touch, holistic asset management approach to client relationships. Analyzing all the elements of a client’s financial scenario produces a plan that is aligned with a client’s near and longer-term objectives. Ongoing dialogue with both the client and their outside counsel is the key to remaining sensitive to changes that affect investment strategy and tax-efficient outcomes.

Eden is a leader of The LSS Group and brings the resources of RBC Wealth Management to entrepreneurs, retirees, corporate executives, small business owners, entertainment industry professionals, foundations and institutions that seek to grow their assets.

As part of assessing investment solutions, great consideration is given to the liability aspects of the balance sheet and how best to maximize yield curve dynamics. Eden’s primary mission is to build tailored portfolios that help address the sophisticated financial requirements of the team’s client base. Additionally, she believes financial literacy is fundamental to empowering clients so that they feel confident in advocating for themselves and making informed decisions. Eden has written on topics regarding signs of cognitive decline and how to navigate a divorce when emotions often cloud sound judgement.

Eden delivers access to the full complement of products and services available at RBC Wealth Management and works with the Investment Bank and Capital Markets teams as opportunities present. Her commitment to attentive personal service extends beyond investment guidance—she and the other two principals of The LSS Group draw from 100+ years of combined experience to offer a powerful level of interconnectivity that is essential to the clients in their charge.

Leveraging her 25 years of asset management background, Eden has significant investment capabilities developed as a financial advisor at Citigroup and its predecessor firms. With her team, she joined J.P. Morgan Securities in 2009 and RBC Wealth Management in 2020 to bring clients the firm’s intellectual capital, industry-leading quality research and global investment platform.

Eden earned a Bachelor of Arts degree from the University of Maryland, College Park and studied at the University of London, Birkbeck College. She is the chairman of the board of directors for MS Hope for a Cure, and in the fall of 2006 was inducted into the National MS Society’s Hall of Fame. She lives with her husband and three children in lower Manhattan.

Paula Steinberg

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

212-703-6100

Email |

I work directly with each client to build tailored investment portfolios that reflect personalized needs. This process endeavors to consider next generation aspects at varying stages of personal and career cycles.

Paula is a leader of The LSS Group and focuses on the investment requirements of high-net-worth individuals, corporate executives, retirees, middle market institutions and small business owners.

Paula’s strategic approach emphasizes capital preservation and risk mitigation to help enhance short-term earnings and achieve long-term objectives. Customizing and implementing investment portfolios utilizes the vast resources of RBC Wealth Management—from research analysts to traders who are integral to the process. Drawing on her background serving foundations and endowments, Paula delivers institutional quality investment management to thoughtfully integrate the entirety of clients’ assets. She employs her strong communications and relationship management skills to support all aspects of each financial picture. Her ability to leverage RBC Wealth Management’s banking and investment resources is a key component to successful outcomes.

With deep investment capabilities built over 35 years in the industry, Paula began her career at Smith Barney, serving as a wealth advisor and senior vice president through the mergers and acquisitions that preceded Citigroup. She joined J.P. Morgan Securities in 2009 and then RBC Wealth Management in 2020 to provide clients with the firm’s wealth of products and services delivered within a boutique setting. She is proud that the three principals of The LSS Group leverage their significant and shared history and are supported by the extensive resources of RBC Wealth Management.

Paula earned a Bachelor of Science degree in finance from Le Moyne College in Syracuse and a master’s degree in finance from NYU’s Stern School of Business. A resident of Tarrytown, Paula is an accomplished equestrian and enjoys hiking and spending time with her daughters, Meredith and Alexandra.

Leslie Schwartz

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

212-703-6049

Email |

Carmilita Aching, APP

Investment Associate

212-703-6098

Alanna Hitscherich, APP

Senior Registered Client Associate

212-703-6099

Email |

Charlotte Diprete

Registered Client Associate

212-703-6081

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.

Brian Tavano

Wealth Management Consultant

Brian 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, Brian works diligently to address clients’ unique situations.

Cathy Walker

Trust Consultant

As a trust consultant, Cathy specializes in personal trust planning and assists in the movement of client trust assets, provides educational and technical guidance relating to personal trusts and advises clients on opportunities with third-party professional trust partners.

Dan Sullivan

Wealth Strategist

Dan serves as a resource for your financial advisor in determining and developing wealth transfer strategies for high-net-worth clients in areas including estate strategies, lifetime giving, personal trust planning, charitable giving, concentrated equity position diversification and employee stock options. In this role, Dan partners with financial advisors to meet with individual clients and their attorneys and/or accountants, as well as present at client seminars.

Josh Mendelson

Wealth Management Banker

In the wealth management banker role, Josh 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.

Bruce Crepea

Wealth Strategist

Bruce serves as a resource for your financial advisor in determining and developing wealth transfer strategies for high-net-worth clients in areas including estate strategies, lifetime giving, personal trust planning, charitable giving, concentrated equity position diversification and employee stock options. In this role, Bruce partners with financial advisors to meet with individual clients and their attorneys and/or accountants, as well as present at client seminars.

Matt Franks

High-Net-Worth Lending Consultant

Matt is a high-net-worth lending consultant and as such works with financial advisors and their high-net-worth clients to develop tailored solutions to help achieve their unique lending needs.

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