Russell Mansfield, CFP®, RICP®

Senior Vice President - Branch Director, Senior Consulting Group

704-614-5025

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Katharine Osborne, CFP®, ChFC®

Senior Investment Associate

704-264-2771

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.

Sean Gray

Wealth Management Consultant

Sean 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, Sean works diligently to address clients’ unique situations.

Les Williams

Wealth Strategist

Les 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, Les partners with financial advisors to meet with individual clients and their attorneys and/or accountants, as well as present at client seminars.

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

Chip Randall

Vice President – Senior Banking Advisor

Chip is a City National Bank advisor who works collaboratively with financial advisors and their clients to identify banking solutions that help clients achieve their personal and business financial goals. Chip’s in-depth understanding of the City National Bank mortgage, commercial, private banking and consumer-lending capabilities allows him to develop effective recommendations that complement clients' personalized wealth plans.

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Our team

Russell Mansfield, CFP®, RICP®

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