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The Core Group

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Alex Sugar, NMLS # 1253186, Graham O'Kelly, NMLS # 1275605, Grant DeVaul, NMLS # 1278903, Alex Davis, NMLS # 1261878, and Greg Kelley, NMLS # 1924053 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

, Alex Sugar, NMLS # 1253186, Graham O'Kelly, NMLS # 1275605, Grant DeVaul, NMLS # 1278903, Alex Davis, NMLS # 1261878, and Greg Kelley, NMLS # 1924053 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

, Alex Sugar, NMLS # 1253186, Graham O'Kelly, NMLS # 1275605, Grant DeVaul, NMLS # 1278903, Alex Davis, NMLS # 1261878, and Greg Kelley, NMLS # 1924053 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

, Alex Sugar, NMLS # 1253186, Graham O'Kelly, NMLS # 1275605, Grant DeVaul, NMLS # 1278903, Alex Davis, NMLS # 1261878, and Greg Kelley, NMLS # 1924053 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

, Alex Sugar, NMLS # 1253186, Graham O'Kelly, NMLS # 1275605, Grant DeVaul, NMLS # 1278903, Alex Davis, NMLS # 1261878, and Greg Kelley, NMLS # 1924053 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

, Alex Sugar, NMLS # 1253186, Graham O'Kelly, NMLS # 1275605, Grant DeVaul, NMLS # 1278903, Alex Davis, NMLS # 1261878, and Greg Kelley, NMLS # 1924053 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

, Alex Sugar, NMLS # 1253186, Graham O'Kelly, NMLS # 1275605, Grant DeVaul, NMLS # 1278903, Alex Davis, NMLS # 1261878, and Greg Kelley, NMLS # 1924053 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

, Alex Sugar, NMLS # 1253186, Graham O'Kelly, NMLS # 1275605, Grant DeVaul, NMLS # 1278903, Alex Davis, NMLS # 1261878, and Greg Kelley, NMLS # 1924053 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

, Alex Sugar, NMLS # 1253186, Graham O'Kelly, NMLS # 1275605, Grant DeVaul, NMLS # 1278903, Alex Davis, NMLS # 1261878, and Greg Kelley, NMLS # 1924053 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

Read additional advisor disclosures.

Obtain more information about this financial advisor on FINRA's BrokerCheck website

Investment and insurance products offered through RBC Wealth Management are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, or guaranteed by, a bank or any bank affiliate, and are subject to investment risks, including possible loss of the principal amount invested.

Contact information

The Core Group

Phone: 617-725-1732

Alex Sugar, CFP®

Managing Director - Private Wealth Advisor,
Institutional Consulting Group

Phone: 617-725-1730

Graham O'Kelly, CFA

Financial Advisor

Phone: 310-785-4585

Grant DeVaul

Senior Vice President - Private Wealth Advisor,
Senior Portfolio Manager - Portfolio Focus

Phone: 310-785-4533

Alex Davis

Senior Vice President - Private Wealth Advisor,
Senior Portfolio Manager - Portfolio Focus

Phone: 617-725-1731

Greg Kelley

Associate Vice President - Financial Advisor ,
Private Wealth Advisor

Phone: 617-725-1729

Tricia Gallagher

Associate Vice President,
Associate, Business Senior

Phone: 858-550-5106

Sheila Golden

Senior Registered Client Associate

Phone: 617-725-1733

Annie Tse

Investment Associate

Phone: 617-725-1732

Lindsey Caputa

Registered Client Associate

Phone: 949-720-8914

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53 State Street, Suite 3600
Boston, MA 02109
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