Jim Montalto

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

516-733-2002
Email |
516-733-2095

Jim began his career in the financial services industry in the early 1980’s with a NY based municipal bond firm and transitioned into a full service financial advisor in 1984. Jim has worked for Wall Street’s EF Hutton, as well as Advest before progressing to RBC Wealth Management. Along the way Jim partnered with Jamie Weil, creating the Personal Wealth Management team which has been managing clients’ assets since the early 2000’s. Located in Jericho, New York Jim is an Accredited Investment Fiduciary®, has passed the Series 7, 63 & 65 securities exams, and is a Focus Portfolio Manager for the Personal Wealth Management team. Jim’s four decades of experience provides the team with a seasoned foundation of asset management.

Jim believes it’s important to give back to his community and does so by volunteering for Habitat for Humanity and the YMCA. Additionally, he is a past president of the Townwide Fund of Huntington and the Suffolk County Council of the Boy Scouts of America.

Jim resides in Northport, NY with his with Carol, and is a family man at heart. He spends his free time enjoying the company of his three grown children and his two grandsons. He is an avid sailor in the summer and an ice boater in the winter. He also appreciates reading, yoga and making his own wine.

James Weil, AIF®, CFP®

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

516-733-2001
Email |
516-733-2095

Jamie is an Accredited Investment Fiduciary®.  Also, he manages client portfolios through the firms' Portfolio Focus program. He holds the CERTIFIED FINANCIAL PLANNER™ designation. By constructing a well-thought-out wealth management plan that identifies the needs and goals of individuals or organizations, he provides specific financial solutions. A plan is executed only after careful consideration of all issues, including their priority. On an ongoing basis each plan is reviewed to ensure that it remains consistent with any change. Appropriate modifications are implemented based on a periodic review.

Robert Bird, CFP®

Financial Advisor

516-733-2024
Email | |
516-733-2095

Robert joined RBC and Personal Wealth Management in 2007. With more than 20 years of professional experience, he is dedicated to addressing the complex financial needs of high-net-worth investors. Robert’s financial planning work uses a consultative approach which encompasses growing assets, managing risk and liabilities, creating an income stream and legacy planning—all with the goal of providing his clients and their family peace of mind. Robert holds the CERTIFIED FINANCIAL PLANNERcertification, has passed the Series 7, 63 and 65 securities exams, and holds a New York life and health insurance license. He is a graduate of Iona College with a Bachelor of Business Administration degree in finance. Robert, his wife, Jennifer, and two sons, Michael and Ryan, reside in East Northport, New York. Robert enjoys coaching little league baseball, home improvement projects, snowboarding and entertaining at home.

Rosemarie Aragoncillo, AAMS®

Associate, Business Senior

516-733-2026
Email |
516-733-2095

Rosemarie joined RBC Wealth Management in 2006 as a registered client associate with Personal Wealth Management Montalto Weil Bird. With more than 15 years of financial industry experience, Rosemarie transitioned to a senior business associate. Her primary role is providing a superior client experience, assisting with financial planning and customizing asset allocations for each client’s distinct needs. Rosemarie also oversees the day-to-day operations of our practice. Her dedication to the client experience is displayed through her relationships with clients and commitment to service. Prior to joining RBC Wealth Management, she worked for Dreyfus Mutual Funds in the institutional department with the municipal bond desk.

Rosemarie passed the Series 7, 63 and 66 exams and holds life, health and insurance licenses. She earned a Bachelor of Science in finance from State University of New York at Old Westbury. Rosemarie also holds the professional designation Accredited Asset Management SpecialistSM awarded by the College for Financial Planning.

Rosemarie currently resides in Massapequa with her husband, Glenn, and her two daughters, Vanessa and Giselle. She enjoys spending time with her family, reading, attending concerts and working out.

Matthew Serrano

Matthew Serrano

Registered Client Associate

516-733-2003
516-733-2095

Matthew is the most recent addition to our team and joins us with several years of industry experience. Prior to joining RBC Wealth Management, Matt worked for Merrill Lynch as a Registered Client Associate, and for the Teachers’ Retirement System of NYC as an Investment Analyst. Matt works closely with Rosemarie to assist clients with account opening and servicing, account transfers, processing securities transactions, and day-to-day administration. Matt is a graduate of CUNY Queens College where he graduated with a Bachelor’s degree in Corporate Finance. Matt has passed the Series 7 and 66 exams.

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