H. James Smith, III

Senior Vice President - Financial Advisor , Senior Consulting Group

410-318-5090 | Email
410-318-5071

Jim Smith is Senior Vice President - Financial Advisor and Managing Partner of the Shaeffer Investment Group. Jim began his investment career in 1983 as an original member of the Shaeffer Investment Group.

Jim was born and raised in Baltimore, MD, where he attended St. Paul's School. He graduated from Ithaca College in 1976. Jim has served as president of the Board of St. Paul's School, as a trustee for the University of Maryland Research Fund, and as a board member of the Jefferson Patterson Park and Museum, the Keswick Foundation, and the Corporation for Widows and Orphans.  

Jim is currently a member of the Advisory Board of the Bridges Program which is committed to the long-term success of Baltimore City youth. 

Jim was recently asked by the Baltimore Community Foundation to be an inaugural member of the Professional Advisor Recognition Society in appreciation of his work to advance and encourage charitable giving across Baltimore. Jim is married and has three sons.


John H. Sutton, AWM

Senior Vice President - Financial Advisor, Senior Consulting Group

410-318-5095 | Email
410-318-5071

John Sutton is a Senior Vice President - Financial Advisor and Partner of the Shaeffer Investment Group.

John is a Baltimore native.  He graduated from University of Baltimore with a Bachelor of Sciences in Economics. John began his career in 1996 at Wheat First Butcher Singer, joining the Shaeffer Investment Group in 1997. After two years with the group, John became partner in 1999. He has earned the Accredited Wealth Manager (AWM) certification, denoting expertise in insurance (life and long-term care) and estate planning.  

John volunteers as a coach and as a member of the Coaches Council for the Bridges Program at St. Paul's School. He also serves on the RBC Foundation East Division Board. John is married with four children.

Bryon P. Epple, MBA

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

410-318-5093 | Email
410-318-5071

Bryon Epple is a Senior Vice President - Financial Advisor and Partner of the Shaeffer Investment Group. Bryon began his career in 1997.

Bryon was born and raised in Baltimore. He graduated from the University of Maryland Baltimore County with a degree in Economics. Bryon continued his studies, receiving an MBA from Loyola College in Maryland with an emphasis in corporate finance. In addition to working with individual clients, Bryon specializes in retirement plans, fiduciary responsibility and estate planning strategies.  He is the portfolio manager for the team, running both the growth and dividend income portfolios.

He is currently on the Fallston soccer board and serves on the investment committees of several foundations and charitable organizations.  Bryon is married with three children.  His spare time is spent playing and coaching soccer with his two boys and daughter.

Daniel A. Petro

Senior Financial Associate

410-318-5086 | Email
410-318-5071

Daniel Petro is a Senior Financial Associate with The Shaeffer Investment Group. Daniel began his career in 2007 with Ferris, Baker Watts now RBC Wealth Management. He is a native Marylander and graduated from Towson University with a BA in Business Administration, concentrating in Finance. 

Over the years, Daniel has gained an in-depth knowledge of RBC products and systems. His main responsibilities include the maintenance of various investment models and efficient management of client portfolios.  He also works directly with the team’s retirement plan clients, conducting education and analysis with plan sponsors and their participants. 

Daniel volunteers time as a weekend mentor with the Bridges Program through St. Paul's School.

Elizabeth M. Colgan

Registered Client Associate

410-318-5087 | Email
410-318-5071

Liz Colgan is a Registered Client Associate with The Shaeffer Investment Group. Liz began her career at RBC Wealth Management in 2013 as a summer intern before being hired full-time in June of 2014. She was raised in Hunt Valley, Maryland where she attended Notre Dame Preparatory School. Liz then earned her Bachelor of Arts degree in Economics from the University of Virginia in May of 2014. During her time at UVa., she was a member of the varsity women’s lacrosse team and earned First-Team All-American honors and the C. Markland Kelly Award in her senior season. Liz continued her studies, earning her Master of Science in Finance degree from Loyola University of Maryland’s Sellinger School of Business in August of 2017.

Matthew A. Citrano

Registered Client Associate

410-318-5084 | Email

Matt Citrano is a Registered Client Associate with The Shaeffer Investment Group. He began his career at RBC Wealth Management in February 2015. Matt is a Baltimore native who attended Calvert Hall College High School before going on to receive his Bachelor’s degree in Business Administration from High Point University. Matt currently resides in the Canton neighborhood of Baltimore where he enjoys participating in year-round sports social leagues.


RBC Wealth Management does not provide tax or legal advice. All decisions regarding the tax or legal implications of your investments should be made in connection with your independent tax or legal advisor.

Providing Unbiased Advice and Unparalleled Service
 
The Shaeffer Investment Group has been working as a team of financial professionals since 1982. The group is dedicated to high standards of ethical and professional excellence. Focusing on the objective of providing superior unbiased investment advice and unparalleled service, the group has concentrated on the active management of personal, professional, and retirement accounts. With more than $1.1 billion under management, the group has devoted itself to addressing the individual financial needs and objectives of each client. More than 100 years of combined investment experience makes The Shaeffer Investment Group uniquely prepared to assume the role of trusted and dedicated investment advisor.

Through the vast resources of RBC Wealth Management, The Shaeffer Investment Group has access to experts in financial, retirement, and estate planning, equity research, and fee-based portfolio management.