Bill Cates

Senior Vice President - Financial Advisor, Consulting Group

505-872-5909 | Email
505-872-5900

Bill’s experience in financial services and investment analysis spans more than 40 years. He is a New Mexico native and graduate of Tucumcari High School. Bill graduated on the dean’s list from the U.S. Military Academy at West Point and attained his Master of Arts degree 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. While on the faculty of the Military Academy, he taught history to cadets at West Point from 1974 to 1978. After 11 years of active service, Bill returned to Albuquerque and began his career as a financial advisor in 1978.

Bill and his wife, Karla, are involved in numerous community endeavors, including the United Way, Joy Junction, Road Runner Food Bank, Young Life and the UNM Lobo Club. They also enjoy traveling around the country with their four children, ten grandchildren and great-granddaughter.

Brad Cates, CIMA®

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

505-872-5912 | Email |
505-872-5900

Brad 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 holds the Certified Investment Management Analyst (CIMA®) designation, which 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.

Brad currently sits on the Advisory Board of the Alzheimer’s Association – New Mexico Chapter. He enjoys golf and other sports in his free time. Brad’s family includes his wife, Shelley, daughters, Cameron and Savannah, and son, Chase.

Chris Cates, CFP®, CRPS®

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

505-872-5910 | Email |
505-872-5900

Chris began his career in financial services in Phoenix, Arizona, with the Northwestern Mutual Life Insurance Company. In 1998, he moved back to his hometown of Albuquerque to join the Cates Team. Chris is a graduate of Northern Arizona University, where he earned a Bachelor of Science degree in finance. Chris is a CERTIFIED FINANCIAL PLANNER™ professional, as well as a Chartered Retirement Plans SpecialistSM. Chris focuses on all areas of wealth management, including retirement, investment, 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 snow skiing, golf, and is an avid sports fan. He also enjoys being involved in the Albuquerque community, and has spent many years serving as a board member of various non-profit organizations. Most importantly, Chris loves spending time with 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 |
505-872-5900

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 passed the series 9 & 10 exams 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 primarily serves as the team’s "technician," helping in the retirement planning process. She graduated from Texas A&M University with a Bachelor of Science degree in applied mathematical sciences and an MBA. Kate moved to Albuquerque in 2000 and worked for a local attorney doing estate planning. Her career in the financial services industry began in 2005 with a small local firm, where she obtained her securities licenses. In 2014, Kate completed the Retirement Income Certified Professional™ designation program through the American College of Financial Services. From 2004 to 2015, Kate also taught mathematics at Central New Mexico Community College. In 2015, she joined The Cates Team, where she currently serves as a registered client associate and assists clients with account administration.

Kate enjoys gardening and spending time with her family, which includes her husband, Kevin, and son, Alexander.

John J Kapuranis

Registered Client Associate

505-872-5918 | Email

John joined RBC Wealth Management in April 2019. Prior to joining, he worked as an investment banking analyst for RBC Capital Markets in the Municipal Bond division. He previously worked in the investment advisory field for just under four years as a registered representative for Cetera Advisor Networks. John holds a Bachelor of Business Administration degree in finance from the Robert O. Anderson School of Management at the University of New Mexico. John is a NYSE and FINRA registered securities representative, and has passed the Series 7, 50, 52 and 63 exams.

Outside the office, John enjoys playing golf, traveling as much as possible, and spending time with his big fat Greek family.

Monica Villa

Client Associate

505-872-5917 | Email
505-872-5900

Monica began her career in the financial services industry in 2002 at Morgan Stanley, where she obtained her securities licenses. She then went on to work for the Private Bank at Bank of America, gaining experience in banking and commercial lending. Prior to joining the Cates Team at RBC Wealth Management in early 2018, Monica worked for a local registered investment advisory firm.

Monica was born and raised in El Paso, Texas. She moved to Albuquerque, where she graduated from the University of New Mexico’s Anderson School of Management with a Bachelor of Business Administration degree in finance. In her free time, Monica enjoys running and hiking the foothills of Albuquerque and experimenting in the culinary arts.

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.