Welcome to the New York Metro complex


At RBC Wealth Management, we’re redefining what you can expect from a full-service investment firm. As one of the most respected financial institutions on Wall Street, the elements that have made us an industry leader are the very things that we think make us the right fit for you:

Fiscal strength and responsibility

With a long-standing reputation for integrity based on sound financial decision-making and putting client needs first, we are deeply committed to careful management of the wealth entrusted to us.

Comprehensive capabilities

As a global leader in financial services, we offer the broad range of resources and depth of expertise to help our clients build, preserve, enjoy and share their wealth.

Responsible Stewardship

Our first priority will always be the smart and careful management of the financial assets entrusted to us, but our commitment to being responsible stewards extends beyond that: to our clients, our communities, our employees, and the environment.

We’re proud to be a firm that stands out among our peers, because it means we’re serving our clients well. We invite you to experience the RBC difference for yourself.

Our culture

President Thomas Sagissor explains why RBC Wealth Management is dedicated to a culture for financial advisors that encourages autonomy and an entrepreneurial spirit.

Strength you can trust

Distinguished by a long heritage of financial strength, integrity and unwavering dedication to our clients, RBC has consistently earned high credit ratings.1

  • Moody's Aa1 and A1 / stable4
  • Standard & Poor's AA- and A / stable4
  • Fitch Ratings AA2 and AA-3 / stable4

Additionally, RBC has a reputation of strength and stability with a high-quality balance sheet, proactive risk management and a strong liquidity position.

Take the next step

Whether you're a current client who would like to review your portfolio, a prospective client that would like to learn more about our approach, or an advisor who wants to join an industry leader, we want to hear from you. Please click contact us to set up a meeting.

Our Team

Our team is located at

1211 Avenue of the Americas, New York, NY, 10036, USA

John Moran

Senior Managing Director - Complex Director

Shari Barnett

Vice President - Complex Assistant Manager

Dale Gonzaga

Vice President - Complex Assistant Manager

Joseph Ennis

Complex Operations Manager

With change comes questions

See the impact of your money decisions before you make them, with RBC WealthPlan.

Latest Insights

Summer events shaping the outlook for the UK and Europe

Aug 11, 2022 | Frédérique Carrier

We look at the UK leadership contest, EU energy woes, and Italian government turmoil, with an eye to implications for equity investors.

Read more