We are proud of our service-oriented culture dedicated to putting clients first and we are committed to ensuring all advisors and clients enjoy a smooth transition to RBC Wealth Management.

John Moran

Senior Managing Director - Complex Director

212-703-6060
Email |

Shari Barnett

Vice President - Complex Assistant Manager

212-703-6114

Dale Gonzaga

Vice President - Complex Assistant Manager

212-703-6089
Email |

Joseph Ennis

Associate Vice President, Complex Operations Manager

212-703-6062

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.

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Wealth Management Consultant


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Wealth Strategist


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Wealth Strategist


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Wealth Management Banker


City National Bank banking advisor

City National Bank banking advisors serve as a resource to RBC Wealth Management financial advisors. Together, we gather valuable information and develop a stronger understanding of your financial objectives to support a comprehensive wealth strategy. 

CNB MEMBER FDIC cnb.com Equal Housing Lender, NMLSR #536994

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Banking Advisor