Jim Montalto

Senior Vice President - Financial Advisor, Senior Consulting Group

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

Jim is an Accredited Investment Fiduciary®. He also acts as a Focus Portfolio Manager for the Personal Wealth Management team. His advice on asset allocation and investment portfolio construction is based on building wealth by providing an investment management platform that is designed to extract maximum benefits from the assets while maintaining the lowest possible investment risk. Jim performs all the research, design and implementation of the five investment models that the team uses. This allows for the highest possible return on investments at the lowest possible risk.

James Weil, AIF®, CFP®

Senior Vice President - Financial Advisor, Senior Consulting Group

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 PLANNER™ certification, 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®

Senior Registered Client Associate

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

Rosemarie has been a member of the team since 2006. Prior to joining RBC Wealth Management, she worked for Dreyfus Mutual Funds in the institutional department with the municipal bond desk. Rosemarie’s role within the Personal Wealth Management team is that of registered client associate. In that role, she assists clients with any account-related issues, all incoming account transfers, processing securities transactions, and assists with PWM’s asset allocation model portfolios. Rosemarie is an Accredited Asset Management Specialist and is a graduate of SUNY at Old Westbury where she graduated with a Bachelor of Science degree in finance. She and her husband, Glenn, are new homeowners in Massapequa Park, NY. Her interests are physical fitness activities including running, basketball and Pilates. Rosemarie has pass the Series 7 and 63 exams.

Matthew Serrano

Matthew Serrano

Registered Client Associate

516-733-2003 | Email
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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