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®

Senior Financial Associate

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

Robert has over fifteen years of experience in the financial services industry. He began his career in finance where he was head of operations for a large branch of a regional brokerage firm in New York City. He then made the transition into equity research as an associate preparing valuation models of regional and national banks under coverage. As a financial associate, Robert works alongside the Personal Wealth Management financial advisors and other team members preparing in-depth wealth management plans for clients. Robert has the CERTIFIED FINANCIAL PLANNER™ designation and holds the Series 7, 63 and 65 securities licenses and a New York Life and Health Insurance License. He is a graduate of Iona College with a BBA in finance. He, his wife Jennifer and two sons, Michael and Ryan, reside in East Northport, NY.

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 holds the Series 7 and 63 licenses.