The Senderling Team - RBC Wealth Management

Jim Senderling, CRPC®

Managing Director - Financial Advisor - ABD, Senior Consulting Group

City National Bank banking advisor

City National Bank banking advisors serve as a resource to RBC Wealth Management financial advisors. Together, we gather valuable information and develop a stronger understanding of your financial objectives to support a comprehensive wealth strategy.

CNB MEMBER FDIC cnb.com Equal Housing Lender, NMLSR #536994

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

Steve provides expertise to RBC Wealth Management financial advisors who work with endowments, non-profits and foundations. Steve also assists financial advisors in using internal and external wealth management tools, including sophisticated software programs, to help provide appropriate solutions for clients' needs.

Les Williams

Wealth Strategist

Les works with RBC Wealth Management financial advisors to develop appropriate wealth management solutions for clients in the areas of estate planning, retirement planning, stock option planning, charitable giving, education funding and wealth transfer. He also works with clients’ attorneys, accountants and other professionals to implement strategies to meet clients’ financial objectives.

Bruce Crepea

Wealth Planning Consultant

Bruce helps RBC Wealth Management financial advisors address retirement planning needs for high-net-worth clients. He also provides comprehensive education, guidance and support to financial advisors and clients facing issues that may not have affected them while growing their assets. Bruce's goal is to minimize risk faced by retirees and help with choices affecting them during retirement.

Josh Mendelson

Credit Consultant

Josh works with financial advisors to establish a wealth management practice that manages both sides of the balance sheet. He accomplishes this by focusing on clients’ liquidity needs in the short term, while maintaining a long-term focus on goals-based borrowing through the wealth planning process

Cathy Walker

Trust Consultant

Cathy specializes in collaborating with RBC Wealth Management financial advisors to deliver trust solutions to high-net-worth individuals and families as part of a holistic wealth management planning solution. Her overall goal is to enhance and support client-advisor relationships as well as to identify trust solutions that both optimize opportunities and mitigate risks.

Stacia Apostolos, MBA, CPFA™, AIF®

Divisional Retirement Plan Consultant

Stacia assists RBC Wealth Management financial advisors in servicing clients’ retirement plans. She consults on corporate and nonprofit group retirement plans—both ERISA and non-ERISA. She understands the complexities of navigating employer sponsored retirement plans and has a penchant for delivering unique and innovative solutions for achieving desired plan outcomes. Stacia helps provide education on fiduciary best practices, plan design solutions, vendor research and plan benchmarking.

About our team