The Totland Group - About our team

DJ Totland, AWM, CFP®, CIMA®, CPFA®

Managing Director - Branch Director, Senior Portfolio Manager - Portfolio Focus

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DJ specializes in wealth management for high-net-worth individuals and their families. He joined RBC Wealth Management as the branch director of the Shrewsbury, New Jersey, office in 2007. He moved that office in 2009 to its current location on Newman Springs Road in Red Bank. DJ is a business executive with more than 20 years of experience managing individual high-net worth portfolios. He was recognized as a Forbes Best-In-State Wealth Advisor in 2022 and 2023.

A 1988 graduate of the Citadel Military College in Charleston, South Carolina, DJ began his career in the financial services industry at Smith Barney and its predecessors in 1991.

DJ obtained the Certified Investment Management Analyst (CIMA®) designation in 2002 from the Wharton School of Business. The CIMA® certification is held by a small percentage of financial consultants who undergo extensive training in order to receive it. The rigorous CIMA® certification process sharply honed his skills and expertise, allowing DJ to work even more closely with his clients to establish realistic objectives, evaluate compatible investment philosophies, and pursue the appropriate investment strategies that help meet their financial and lifestyle needs. DJ has been a member of the Investment Management Consultants Association (IMCA) since 2002. He also has passed the Series 7, 9, 10, 63 and 65 exams and is licensed to provide insurance in New Jersey, Illinois, Pennsylvania, New York and Texas.

DJ is part of RBC Wealth Management’s Portfolio Focus program, a personalized portfolio management program for which only a select group of RBC Wealth Management’s financial advisors qualify. In 2009, DJ earned the Accredited Wealth Manager designation through an education program sponsored by RBC Wealth Management from the Academy of Multidisciplinary Practice, Inc. and the Estate & Wealth Strategies Institute at Michigan State University. This program is only offered to proven experienced financial advisors. Recipients of this certification are recognized for their advanced knowledge in the specialty areas of investment strategies, insurance, estate planning services, charitable giving, business succession solutions, and retirement planning.

During 2013, DJ successfully completed financial planning coursework and passed the CFP® Certification Examination, earning the certification of CERTIFIED FINANCIAL PLANNER^TM. The CFP® marks identify those individuals who have met the rigorous experience and ethical requirements of the CFP Board covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning. CFP® professionals also agree to meet ongoing continuing education requirements and to uphold CFP Board’s Code of Ethics and Professional Responsibility, Rules of Conduct and Financial Planning Practice Standards.

DJ’s professional accomplishments and niche expertise serve him well. He integrates his strong background as a financial advisor into the trusted and personal relationships he has built with his clients and their families for over two decades. In addition, DJ’s business acumen and tested leadership has led him to the branch management position he now holds at RBC Wealth Management.

An active and dedicated member of his community, DJ serves on the Board of Trustees for The First Tee of The Jersey Shore, of which he is a past president.

DJ is an avid golfer. He lives in Tinton Falls with his wife, Trish, and two daughters, Taylor and Nicole.

<p>The 2022 Forbes "Best-In-State Wealth Advisors" award was announced April 2022. Data as of 6/30/2021. The award was developed by SHOOK Research and is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance. For more information: <a href="http://www.SHOOKresearch.com" target="_blank">www.SHOOKresearch.com</a>.</p>

<p>The 2023 Forbes “Best-In-State Wealth Advisors” award was announced April 2023. Data as of 6/30/2022. The award was developed by SHOOK Research and is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance. For more information: <a href="https://www.SHOOKresearch.com" target="_blank">www.SHOOKresearch.com</a>.</p>

Greg Davidson, AWM, CPFA®

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

732-576-4610

Greg joined RBC Wealth Management in the spring of 2009, bringing his 23 years of financial service industry experience to the Red Bank, New Jersey office. He began his financial services career at Smith Barney, New York City, in 1985 after serving his country for six years in the U.S. Navy. Starting in the stock record department, he quickly moved through the ranks of the firm. In 1987, Greg was promoted to the mortgage-backed securities trading desk as a clerk. Later, he became a retail CMO trader and soon ran Smith Barney’s retail CMO desk.

Ultimately, Greg became an institutional whole loan CMO trader, where he made markets for institutional clients that included money managers, insurance companies and pension funds. During this time, he simultaneously earned a college degree. In 1994, Greg joined Cantor Fitzgerald in the World Trade Center, where he started and managed the mortgage-backed trading desk that catered to the regional dealer community for all mortgage products, including derivatives. In 1998, Greg changed course to spend more quality time with his family and began working directly with individuals. He spent two years as an independent insurance agent focusing primarily on long-term care, Medicare supplement and life insurance for seniors. Greg rejoined Smith Barney in 2000 as a financial advisor, where he began working with individuals on their investment portfolios.

As a sign of his continued commitment to provide the highest level of client service, in July of 2010, Greg earned the firm’s internal designation of Accredited Wealth Manager (AWM). By attaining the AWM designation, he has demonstrated advanced knowledge of the firm’s wealth management process, concentrating in the areas of business and retirement planning, insurance solutions, charitable giving and estate planning services.

Greg graduated from Pace University, New York, in 1993 with a Bachelor of Business Administration degree. He has passed the Series 7, 63 and 65 exams, and has a New Jersey insurance producer license for life, accident, health and variable annuities. His business experience and strong interpersonal skills provide a solid foundation to build lasting relationships as a financial advisor with his clients.

Greg is a proud U.S. Navy veteran, serving from 1980 through 1985. Stationed aboard the USS Saratoga CV-60 as an electrician, he worked both in the Engineering and Air departments. His roots in the Jersey shore stretch back to 1972. Greg currently lives in Middletown, New Jersey, with his wife of 30+ years, Anne. They have two beautiful daughters, Kelly and Megan, who upon graduation decided to follow in their parents’ footsteps, embarking on their own careers in the financial services industry. During the warmer months, Greg is an avid, yet challenged golfer. In the cooler seasons, he is a competitive bowler.

Joseph Pellitteri

Senior Vice President - Financial Advisor

732-576-4627

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Joe joined RBC Wealth Management in 2016 and partnered with the Totland Group in April 2023. Joe graduated from Rider University with a finance major and accounting minor. He began his career with E.F. Hutton and Company Inc. and then moved onto Dean Witter Reynolds Inc., where he opened the first Monmouth County branch office. He opened the E.F. Hutton Red Bank, New Jersey Branch as well. Joe also worked for Morgan Stanley prior to joining RBC Wealth Management.

Joe has worked in the industry for over 35 years and has a wide range of experience. He passed the Series 1, 4, 5, 12 and 24 FINRA exams. He has worked as the branch manager and financial advisor and was a member of chairman’s and/or president’s councils at his prior firms. He is committed to providing the highest level of client service and doing what is right for the client. He works closely with his clients to help achieve their current, retirement and legacy financial needs.

The legacy financial need is important to Joe both professionally and personally. His son is in the financial business as well, taking the interest from his father, and graduated from the business school at Michigan University. Joe has two children and four grandchildren. Throughout the children’s lives Joe coached baseball and tennis for them. They have achieved impressive accomplishments, as his daughter received a full ride to play Division 1 tennis for Temple University. Not only has he coached his own, but Joe also coached baseball and tennis for children ages 4–17 as they learned to compete with strong work ethics, focus on being humble in accomplishments and persevere through challenges. Always thinking of his own family, Joe knows the importance of legacy planning.

Joe is an avid traveler and often goes on trips around the world enjoying the unique experiences different places have to offer. He brings the same enthusiasm to his work, his personal life and believes in doing the right thing and working hard. Mediation and yoga are key cornerstones in his daily routine keeping the mind and body sharp. He resides in Port Monmouth, New Jersey and enjoys walks on the beach.

Mitchell Kershner

Senior Vice President, Senior Investment Associate

732-576-4620

Christopher Meyer, CFP®

Associate Vice President, Senior Financial Associate

732-576-4625

Christine LaSpina

Branch Service Manager, Senior Investment Associate

732-576-4653

Client Strategies Team

The Client Strategies Team is a resource to help support you in your wealth planning goals, developing a strong understanding of your personal financial objectives, gathering valuable information and addressing complex financial and wealth strategies issues. Explore the bios below to learn more about the team.

Steve Vitale

Wealth Management Consultant

Steve spearheads the collaborative efforts of the Client Strategies Team support for your financial advisor. He is part of a multi-disciplinary group of professionals who provide guidance on investment management, estate planning services, credit solutions, insurance and annuity strategies, professional trustee services and trust consulting, retirement solutions, capital markets engagement, banking solutions and more. Called upon for support at various times throughout your wealth management journey, Steve works diligently to address clients’ unique situations.

Bruce Crepea

Wealth Strategist

Bruce serves as a resource for your financial advisor in determining and developing wealth transfer strategies for high-net-worth clients in areas including estate strategies, lifetime giving, personal trust planning, charitable giving, concentrated equity position diversification and employee stock options. In this role, Bruce partners with financial advisors to meet with individual clients and their attorneys and/or accountants, as well as present at client seminars.

Dan Sullivan

Wealth Strategist

Dan serves as a resource for your financial advisor in determining and developing wealth transfer strategies for high-net-worth clients in areas including estate strategies, lifetime giving, personal trust planning, charitable giving, concentrated equity position diversification and employee stock options. In this role, Dan partners with financial advisors to meet with individual clients and their attorneys and/or accountants, as well as present at client seminars.

Josh Mendelson

Wealth Management Banker

In the wealth management banker role, Josh acts as the key contact for financial advisors and their clients to build awareness and understanding of the full cash management and lending options available.