Align With a Company That Shares Your Values

What do you love most about being a financial advisor? With RBC Wealth Management, you’ll have the unparalleled strength and stability of RBC behind you, as well as access to our world-class experts, tools and resources to help you succeed. Contact us today to discover how you can help your clients prepare to accomplish the goals they care about most. Because we believe as you do that the best returns are more than financial.

We are proud of our service-oriented culture dedicated to putting clients first and we are committed to ensuring all advisors and clients enjoy a smooth transition to RBC Wealth Management. Scroll through our team members below to learn more about who we are and how we can be of service to you.

Christopher Lobo

Branch Director

315-423-1403 | Email |
315-471-4710

Chris has spent his entire working career in the financial markets beginning in 1982 with Bear Stearns & Co. on Wall Street in New York City. In addition to working at Bear Stearns, Chris attended night classes at New York University in order to earn his Bachelors of Science degree with a major in Finance. As well, Chris was awarded the Ace Greenberg, NYU Scholarship award that assisted in financing his studies. 

Over the past 25 years Chris’s primary customers were Europe based Institutional Investors comprised primarily of portfolio managers, equity research analysts and equity traders. The large majority of his clients were located in Switzerland and France. During this time Chris managed a branch office in Geneva Switzerland for A.G. Edwards. A. G. Edwards was acquired in 2008 by Wells Fargo Bank. With this acquisition Chris was asked to move his family from Geneva to London UK in order to assume the role of Managing Director of Wells Fargo’s US Equity Sales and Trading Desk. In this role Chris directed the sales and trading personal covering institutional investors throughout Europe. 

In 2016, the Lobo family decided to return to the United States in order for Chris to fulfill a long held dream of being a Financial Advisor for private investors. Chris is very proud to be employed as a Financial Advisor with RBC Wealth Management (Royal Bank of Canada). In January of 2017, Chris was asked to accept the role of branch director of the Syracuse RBC Wealth Management branch. Currently Chris divides his time between consulting with his private clients and assisting the hard working employees of the Syracuse branch in achieving their business objectives.

Sam Conde

315-423-1404 | Email
315-471-4710

 

Directly out of College Sam jumped into the Financial Industry by joining RBC Wealth Management in 2002. Sam’s first role at RBC was that of a client associate assisting two producing financial advisors. Sam’s longer term objectives however were set more on the managerial side of the business. 

In 2008, when RBC senior management decided to locate their Central New York Complex Office to Syracuse, Sam immediately accepted the role of Complex Operations Associate. Shortly after, Sam was promoted to Administrative Complex Manager. In this role Sam was collaborating and assisting in the work processes of approximately 35 employees and 45 Financial Advisors.  

In 2012, with the decision of RBC to move their complex office to Rochester, NY and Sam’s desire to remain in Syracuse, Sam accepted the role of Branch Service Manager of Syracuse Branch. Sam’s current goal is to the help drive revenue growth at the branch level, support recruiting the top class financial advisors in the area and to promote a culture of best practice among all of his colleagues. 

Sam has earned BA with a Major in Business Administration from Hartwick College. He holds the following licenses: Series 7, 63, 65, 9 & 10. 

Sam resides in Manlius, NY with his wife, Heather and two children, Ben 6 and Charlie 3.

Life is short. Give it your best. 

We are proud of our service-oriented culture dedicated to putting clients first and we are committed to ensuring all advisors and clients enjoy a smooth transition to RBC Wealth Management. Scroll through our team members below to learn more about who we are and how we can be of service to you.

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Leah Wetzel

Wealth Management Consultant


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Rich Matthews

Wealth Planning Consultant


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David Fiacco

Lead, Trust Consultant


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Scott Rogneby

Divisional Retirement Consultant


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Aleksandra Adamczyk

Credit Solutions Consultant


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Steven Mangine

Insurance Consultant


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Janet Engels

Senior Vice President, Director of Portfolio Advisory Group