George Kursar

Managing Director - Financial Advisor, Institutional Equity Sales

212-703-6141 | Email |

George Kursar joined RBC Wealth Management in February of 2016 and is focused on providing equity research, sales and trading strategies to family offices, corporate executives and private clients across the globe. Kursar was responsible for these efforts while at Jefferies LLC from 2012 through early 2016. Prior to his time at Jefferies, he was in a similar role, covering European family offices and ultra-high-net-worth individuals at Deutsche Bank from 2005 - 2012.

Before joining Deutsche Bank, George was employed in the Private Client department at Bear Sterns where he serviced Corporate Executives and spearheaded the team’s trust and estate planning efforts. He holds an MBA from St. John’s University and a Bachelor of Arts from State University of New York at Potsdam.

George resides in North Stamford, Connecticut with his wife and two young daughters.

Michael Occhiuto

Senior Vice President - Financial Advisor, Institutional Equity Sales

212-703-6122 | Email |

Michael joined RBC Wealth Management in February of 2016 and is focused on providing equity research, sales and trading strategies to family offices, corporate executives and private clients across the globe. His primary responsibility is to captain the team’s asset allocation, manager search and selection and alternative investment selection.

In 2005, Michael joined the private client services division of Bear Sterns where he worked with ultra-high-net-worth individuals, endowments and trust companies. In 2007, he transitioned his business to the Private Bank of Credit Suisse focusing on family offices, corporate executives, venture capital firms and trust and estate planning for high-net-worth individuals. During his time at Credit Suisse, Michael earned his MBA in finance from Iona College’s Hagan School of Business. In 2015, he joined Jefferies as a vice president in their wealth management division and, now at RBC Wealth Management, continues to provide comprehensive and tailor-made investment management for his client base across the country.

Michael was born in New York City and raised in New Rochelle, New York. He attended the University of Rhode Island where he graduated in May of 2005 with a Bachelor of Science in marketing. Michael currently resides in Pelham Manor with his wife and two children.

Tom Utterback

Investment Associate

212-703-8205 | Email
212-703-6150

Tom Utterback leads the client development and operational aspects for the team. His core focus is on developing new relationships for the group. Tom is tasked with spearheading new business development specifically as it relates to corporate 401(k) plans, venture capital service and restricted stock plans. Tom is also instrumental in preparing and reviewing the analysis reports and consolidated reporting platform, eMoney, for family offices and ultra-high-net-worth clientele.

Tom, born and raised in Baltimore, Maryland, attended Roanoke College in Roanoke Virginia. He started his career at T. Rowe Price on their retirement desk where he assisted clients with their asset allocation. He decided to pursue his passion for private wealth management by joining RBC Wealth Management in September of 2014. He currently resides in Midtown Manhattan and is an avid outdoorsman.