Bill Cates

Senior Vice President - Financial Advisor, Consulting Group

505-872-5909 | Email

Bill is a Senior Vice President-Financial Advisor at RBC Wealth Management. His experience in financial services and investment analysis spans 33 years. He is a New Mexico native and graduate of Tucumcari High School. Bill graduated on the Dean’s List from the US Military Academy at West Point and attained his M.A. in History from the University of North Carolina. After completing the Army’s Ranger and Airborne Schools, he served as a field artillery officer and battery commander in Germany, Vietnam, and at Fort Carson, Colorado. He taught history to cadets at West Point from 1974 to 1978 while on the faculty of the Military Academy. After eleven years of active service, Bill returned to Albuquerque and began his career as a financial advisor in 1978. Bill and Karla are involved in numerous community endeavors including the United Way, Joy Junction, and the Lobo Club. They also enjoy traveling around the country with their ten grandchildren.

Brad Cates, CIMA®

Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus

505-872-5912 | Email |

Brad Cates joined the Cates Team in 1994. He graduated from Southern Methodist University in Dallas where he received his Bachelor of Arts degree in anthropology and a minor in History. 

He recently attained the Certified Investment Management Analyst designation.  The CIMA certification identifies individuals who have met extensive experience and ethical requirements and successfully completed advanced investment management consulting course work, and have passed a qualification exam and certification exam covering a wide range of investment topics.

Brad focuses on the design, allocation, and implementation of customized individual investment portfolios. As the team's research coordinator, Brad also researches and evaluates the money managers in our client portfolios.

Chris Cates, CFP®, CRPS®

Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus

505-872-5910 | Email |

Chris began his career in financial services in Phoenix, AZ with the Northwestern Mutual Life Insurance Company. In 1998, Chris moved back to his hometown of Albuquerque to join the Cates Team. Chris is a graduate of Northern Arizona University, where he earned a B.S. in Finance. In 2007, Chris completed the CFP program through the College of Financial Planning. In 2008 he passed the CFP Board Exam designating him a Certified Financial Planner professional. Chris focuses on all areas of wealth management including retirement, education, insurance, and estate planning. Chris also specializes in working with business owners in establishing and managing employer-sponsored retirement plans. 

Away from work Chris enjoys the outdoors and is an avid sports fan. Chris currently sits on the board of directors for the UNM Lobo Club and the board of trustees for Manzano Day School. Chris' family includes his wife, Lauren, and daughters, Reily and Addison.

Joe Romero, AWM, RICP®

Senior Vice President - Branch Director, Portfolio Manager - Portfolio Focus

505-872-5930 | Email |

Joseph graduated from New Mexico State University in 1995, with a BA in Finance. After graduating, he took a year for himself and moved to South Korea where he taught English as a second language. Upon returning to the States, he began an accomplished career as a Jr. Trader with PaineWebber, where he obtained his series 9 & 10 licenses and was eventually promoted to Operations Manager for the firm's Santa Fe branch. Joseph continued his success in management when he joined Smith Barney in 2003, as the Operations Manager of the Albuquerque branch. Thereafter, he joined the Cates Team at RBC Wealth Management in 2009, where he currently serves as a Financial Advisor as well as Branch Director of the Albuquerque office.

Joseph is a proud and active member of his community and enjoys dedicating his time to the Kiwanis Club of Corrales, where he currently serves as a member of the board and is chair to the annual Corrida de Corrales 5K & 10K run fundraiser which benefits Kamp Kawanis, an annual camp for at-risk kids where Joe also takes an active role.

Outside of the office, Joseph enjoys hiking, travel adventures, and spending time at the family cabin in northern NM. Most of all, he loves spending time with his son Archer.

Katherine Copps, RICP®

Registered Client Associate

505-872-5919 | Email

Kate’s career in the financial services industry began in 2005 with a small local firm, where she obtained her securities licenses. She moved to Albuquerque in 2000 and worked for a local attorney doing estate planning, then taught mathematics at Central New Mexico Community College from 2004-2015. In 2015, Kate joined the Cates Team and currently serves as a registered client associate. 

Kate graduated from Texas A&M University with a Bachelor of Science in applied mathematical sciences and also earned an MBA. She enjoys gardening and spending time with her husband, Kevin, and son, Alexander.

John J Kapuranis

Registered Client Associate

505-872-5918 | Email

Monica Villa

Client Associate

505-872-5917 | Email

Our mission

The Cates Team at RBC Wealth Management combines the talents and abilities of individuals with over 65 years of financial services experience. We draw on that experience to help our clients realize their financial goals through the design, implementation, and monitoring of a sound financial plan. A primary focus of our practice is a disciplined investment process that employs a holistic approach to long-term wealth management. We believe it is essential to understand our client’s needs and desires and to build working relationships based on trust and integrity. Our ultimate goal is the creation of financial security for our clients.