Park Place Investment Group
Disclosures
Marc Coopersmith, NMLS # 1578207, Norman Lehrer, NMLS # 1763299, Bernard Kashmann, NMLS # 1558649, and Matthew Coopersmith, NMLS # 2440268 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.
Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.
Wealth management professionals
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.
Steve Vitale
Wealth Management Consultant
Dan Sullivan
Wealth Strategist
Cathy Walker
Trust Consultant
Bruce Crepea
Wealth Strategist