Trevor Johnson

Senior Vice President - Financial Advisor, Consulting Group

484-530-2852
Email |

Trevor focuses exclusively on the sports and entertainments industries, and the liquidation events of high-net-worth clients of the Steeplechase practice.  Since 2003, he has been advising clients through every aspect of their lives, but the relationship he builds offers his clients much more than just financial advice.  Trevor manages his clients’ portfolios by understanding their unique situations, goals and risks.  He then customizes each strategy specifically to their individual needs, utilizing a variety of investment strategies ranging from stocks, bonds, options, mutual funds and alternative investments.

Trevor focuses extensively on building the proper team of specialists around each of his clients to help guide them in various stages of their financial life, ranging from a client signing their first contract, to a family selling their privately held business.  His deep experience, empathy and guidance through these major life-changing events is what sets him apart from other financial advisors.  In addition to managing each client’s portfolio of investments, Trevor and his team incorporate sophisticated planning strategies to help ensure their clients and heirs are financially secure.  Trevor prides himself on trust and integrity which he believes his clients can see on a regular basis when building a relationship with him as their trusted advisor.

Trevor is a graduate of Susquehanna University where he attended the Sigmund Weis School of Business.  He earned a bachelor’s degree in business administration with an emphasis in finance.  The core of Trevor’s coursework concentrated on investment analysis and portfolio management with a focus on asset allocation.  In 2003, Trevor joined RBC Wealth Management where he uses his education in wealth management to help his clients achieve stability throughout market cycles as well as life changes.  Trevor and his team are part of RBC Wealth Management’s prestigious Private Wealth Group and Sports and Entertainment Group.  Trevor is also a designated international financial advisor due to his extensive cross border experience advising athletes and entertainers.  Trevor was also named to the RBC Wealth Management’s President Council and is a member of the firms Consulting Group, which recognizes financial advisors for their achievement in building and maintaining consultative, fee-based businesses.  He holds Series 7 and 66 securities licenses and life, health and long-term care insurance licenses.

Trevor resides in Chester County, Pennsylvania, with his wife, and their three daughters and two rescued Great Pyrenees.  An avid horseman and advocate of the country lifestyle, Trevor enjoys spending his free time involved in equestrian sports, predominately foxhunting.  Serving as a whipper-in for his hunt and having been awarded his colors, Trevor believes strongly about preserving open space and land conservation.  When not at the barn or in the hunt field, he and his family enjoy sailing the Chesapeake Bay.  Trevor has a strong belief in giving back to the local community.  Currently, he serves on the board of Thorncroft, a local equestrian facility focused on therapeutic riding programs for the disabled and war veterans.  Most recently he was appointed to serve on the board of the Devon Horse Show Foundation.

Brian Russo

Senior Vice President - Financial Advisor

617-725-1701
Email |
617-725-1777

Brian Russo is committed to helping provide financial peace of mind to his clients, which he accomplishes through a disciplined approach that focuses on accumulating, managing, and preserving wealth. Brian personally customizes comprehensive wealth management plans focused solely on the best interest of his clients. He believes that financial success stems from professionalism, hard work, and honesty, all of which are encompassed in his commitment to building a strong, long-term relationship with his clients. The foundation of the relationship is built on understanding and achieving the client’s financial objectives and life-long goals.

Brian graduated from Babson College with a Bachelor of Science degree in business management with a concentration in finance and marketing. The core of Brian’s coursework was focused on understanding the role and the functions of the financial markets. When not in the classroom, Brian spent most of his time playing for the varsity ice hockey team. He began his career in the securities industry in 2002 with UBS Financial Services. Brian passed the Series 7 and 66 exams and holds his Life Insurance license.

Brian was born and raised in Winchester, MA, and currently resides in Windham, NH with his wife and two sons. Outside of the office, he enjoys spending time with his family, golfing, and traveling.

Kim Brennan

Investment Associate

484-530-2825
484-530-2842

Kim brings over 20 years of professional experience to the Steeplechase Wealth Consulting Group. She started her career as an operations associate and worked her way up to Investment Associate.  Kim has been with RBC Wealth Management since 2007. Her attention to detail and client requests is what helps the team provide exceptional client service as a top priority. She is responsible for performance reporting, compliance, and many of the day-to-day details of running the team.  In 2017 Kim was recognized by RBC with their Award of Excellence, giving recognition to employees who go “above and beyond”.  Kim passed the Series 7 and Series 63 exams.

Kim was born and raised in Broomall, PA. She currently resides in Havertown with her two teenage boys, Mark and Sean. Outside of the office you can usually find Kim on the football field, baseball field, and basketball court cheering on her boys.  Kim is very involved with her community and volunteers her time helping with the snack bar, and other various events for the leagues she is involved with.  Kim is an avid Philadelphia Eagles fan and enjoys traveling, the beach and spending time with her boyfriend, family and friends.

James Sinnott, CFP®

Investment Associate

484-530-2808
484-530-2842

Jim is an Investment Associate with the Steeplechase Wealth Consulting Group at RBC Wealth Management. He has been in the financial services industry for over seven years with experience in both advisory and consulting roles. Prior to joining RBC Wealth Management in 2017, Jim was with BDO as an Assurance Senior Associate and Morgan Stanley as a Financial Advisor. Jim has passed his Series 7, 66 exams and holds his Life and Health Insurance licenses.

A native of the Philadelphia area, Jim graduated from La Salle College High School where he served as the Student Council President. After graduating from La Salle, he attended The Catholic University of America, earning his degree in Accounting. While attending Catholic, Jim was a four year member of the Varsity Lacrosse team, and served as a three time captain.

Jim is a member of the La Salle College High School Alumni Mentor Program whose mission is to foster mentoring relationships among alumni to help support community and to enhance the professional development of young alumni. Jim resides in Blue Bell, PA and particularly enjoys spending time with friends and his large extended family, as well as golfing in his free time.