Why choose The Etergino Group?

Experience. Nothing replaces it. Our team has the expertise and integrity you need. Three decades in this business have prepared us to help clients manage through both bull and bear markets. And our disciplined investment process, fiduciary best practices, service-oriented approach and ability to collaborate with your other financial professionals has helped us become one of the top teams at RBC Wealth Management in terms of the amount of assets entrusted in our care.

As your investment advisor representatives, we understand it is our privilege to help you build, preserve, enjoy and share your wealth. We are highly qualified, with each team member offering specialized skills and responsibilities to our relationship with you.

Ann Marie Etergino, CIMA®

Managing Director - Financial Advisor, Senior Consulting Group

301-907-2772 | Email | |
301-907-2701

Ann Marie Etergino, the leader and founder of The Etergino Group, provides clients with holistic wealth management solutions that help them secure the lives they wish to lead. Drawing on deep industry knowledge gained from 35 years in the business, she works with clients to address their most fundamental concerns and align their money with their life goals. She is known for the long-term, comprehensive approach she takes, and she is especially adept at handling clients’ multifaceted, complex financial needs as well as being particularly sensitive to issues women frequently face. (She is also a trusted advisor to foundations, endowments, and institutional clients.) Her commitment to delivering first-class service and strong track record have earned her numerous accolades, including Barron’s Top 100 Women Financial Advisors, Barron’s Top 1200 Financial Advisors, Financial Times’ Top 100 Women Financial Advisors, Financial Times’ Top 400 Financial Advisors, Forbes’ Top Women Advisors, and Washingtonian’s Top Money Advisors. She has also been featured on the cover of Barron’s and profiled in Barron’s “Best Advice” column.

She began her career in 1982 at Merrill Lynch. She joined Tucker Anthony in 1984 and served on its board of directors from 1998 until 2001, when it was acquired by RBC. She holds a Certified Investment Management Analyst (CIMA) certification from Wharton, has an Accredited Investment Fiduciary (AIF) designation, and is a member of the Investment Management Consultants Association (IMCA). She earned her undergraduate degree from Lafayette College.

Outside of the office, Ann Marie is actively involved in philanthropic work, focusing on causes that support the needs of women and children. She serves on the boards of Women for Women International, a non-profit that supports the most marginalized women in countries affected by conflict and war, and Collegiate Directions, a non-profit that helps low-income, first-generation students from the Washington area apply to, attend, and succeed in college. She also serves on the Investment Committee of the National Cathedral School for Girls. In addition, she mentors high school and college students on financial literacy. Meeting with small groups on a quarterly basis, she advises these students on the basics of investing, saving, budgeting, using debt wisely, and living within their means.

Trey Blanchard, CAIA®, CFA, CFP®, CRPC®

Senior Financial Associate

301-907-2771 | Email
301-907-2701

Trey, who has been working with the Etergino Group since 2014, has provided clients and their families with wealth management planning and investment strategies for more than 13 years. He focuses on understanding the unique financial circumstances and investment objectives of each client to create a customized financial analysis, including recommendations to help clients meet their specific goals. Trey also works closely with clients to implement the recommended strategy and incorporate their ongoing needs and changing life circumstances.

On top of helping clients succeed financially, Trey is also a student of the markets. After earning his undergraduate degree from the University of South Carolina, Trey earned his MBA in investment management from the University of North Carolina at Charlotte. If that wasn’t enough, Trey has also earned four industry designations and certifications: Chartered Financial Analyst, CERTIFIED FINANCIAL PLANNER™, Chartered Alternative Investment Analyst, and Chartered Retirement Planning Counselor. Each of these focuses on different aspects of the financial management industry and allows Trey to specialize in asset valuation, financial planning, alternative investment analysis, and retirement planning. In addition, Trey enjoys reading books on behavioral finance, which focuses on combining cognitive theories with economic theories to help understand human behavior when it comes to finance. Trey also holds his Series 7, 63, 65 securities licenses and his life and health insurance licenses. He was named to the Forbes list of "America's Top Next-Gen Wealth Advisors" in 2017 and 2018. 

Michael R Cich

Associate, Business Senior

301-907-2769 | Email
866-812-8151

Mike plays a critical role on the team by helping customize asset allocations for each client’s unique needs. He also assists with performance reporting analysis, investment research and delivering overall wealth-management solutions for clients.

With more than 15 years of financial industry experience, Mike shares service insights in a variety of areas. Prior to joining the Etergino Group, he had important client service responsibilities at RBC Wealth Management. During his time in Investment Consulting Service Operations, Mike supervised the performance reporting and reconciliation team. And as an internal wealth management consultant, he helped financial advisors across the country learn about the comprehensive strategies and solutions available. Before joining RBC Wealth Management, Mike worked at Strong Investments in its discount brokerage and mutual fund business, both in sales and operations capacities.

Mike earned a Bachelor’s degree in marketing from the University of Minnesota’s Carlson School of Management. Since graduating, he has earned the Series 7, 63, and 65 securities licenses and the Accredited Investment Fiduciary (AIF) designation from the Center for Fiduciary Studies.

Kathy Vormack

Senior Registered Client Associate

301-907-2708 | Email
301-907-2701

Kathy is responsible for client service and administrative functions, and ensures that clients get the proactive service they expect. She provides operational support to the group by facilitating the transfer of funds and securities and issuance of clients’ checks, among other client requests. Kathy prepares paperwork required for opening new accounts including IRAs, account transfers, and managed accounts. She understands the value of building strong relationships, and is a key component in ensuring the group runs smoothly and efficiently.

Kathy began her career in the financial services industry in 1980 with Ferris & Co., Inc. which became Ferris, Baker Watts, Inc. in 1988 and RBC Wealth Management in 2008. She graduated from the University of Maryland with a Bachelor of Business administration degree and holds the Series 7 and 63 licenses. Prior to joining the Etergino Group, Kathy worked as the branch service manager in the Rockville, Maryland, office.

Lubna Qureshi

Registered Client Associate

301-907-2770 | Email

Lubna assists in the day-to-day operations of The Etergino Group. She helps provide operational support by completing client requests and preparing meeting materials. She also manages and updates client information. Lubna received her bachelor’s degree in applied economic management, with a concentration in financial planning, from Virginia Tech in 2016. She currently holds the Series 7 and Series 66 licenses.

Brian Carson

Client Associate

301-907-2712 | Email

Brian recently joined The Etergino Group as a Client Associate. He assists the team in day-to-day operations and will specialize in portfolio management. Brian received his Bachelor’s degree in Finance, with a concentration in Accounting, from The College of William & Mary in 2014. Prior to RBC, Brian held positions at Ernst & Young and Capital One. He currently holds the Series 7 license.

In the media

We are very proud that Ann Marie is a well-respected financial advisor who has been featured in many publications, including Barron’s, the New Yorker and Forbes. We invite you to view a sampling of her appearances below.