Who We Are

Our relationships are everything.

Through a culture of excellence and a long-term approach to investing, we have built lasting partnerships with advisors and high-net-worth clients.

90+%

historical client retention rate*

*2010 through Oct. 31, 2025

25+ years

average professional experience of investment strategy committee

80+%

of our investment team members are CFA charterholders

$73.6B

in assets under management*
*as of January 31, 2026

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Meet our team.

As an advisor, you work hard to develop enduring client relationships. That's why we work hard to support you.

Gregg Giaquinto, Esq. Chief Executive Officer

Charles Luke, CFA Chief Investment Officer

Russell Launer, CFP® Head of Portfolio Management

Vern Montross, CFA, CPWA®, CEPA® Head of Sales and Private Wealth

Ted Cox, CFA, CFP®, CPWA®, CEPA® National Sales Manager

Jim Papadakos Head of Sales Strategy, Advisor Engagement & Experience

Jennifer Tsai Head of Client Service & Operations

Jason Fabozzi Head of Business Development Solutions / CRM

Mitchell Cepler , CPA Business Management

Subir Prasad Digital and Information Officer

Your personal portfolio manager is empowered to actively manage performance on your client's behalf.

Andrew J. Austin, CFA, CPWA® Portfolio Manager

Christopher S. Austin, CFA, CPWA® Senior Portfolio Manager

Sean Becker Portfolio Manager

Andrew Block, CFA, CAIA, CPWA® Senior Portfolio Manager

Charles Boettcher, CPWA® Southwest Divisional Managing Director

Joseph M. Bove, CFA, CPWA® Portfolio Manager

Sheldon C. Brandau, CFA, CPWA®, CAIA Senior Portfolio Manager

Nicholas Cavallaro, CFA, CPWA® Senior Portfolio Manager

Simon Chapman, CPWA® Senior Portfolio Manager

Austin Chow, CFA Portfolio Manager

Matthew Clifford, CFA, CFP®, CPWA® Senior Portfolio Manager

Lindsey Cook, CFA, CPWA® Senior Portfolio Manager

Rachael Crane, CFA, CPWA® Senior Portfolio Manager

Elizabeth Dooley, CFA, CAIA, CPWA® Senior Portfolio Manager

Adrian Engel, CFA, CPWA® Senior Portfolio Manager

Aubrey Foerster, CFA Portfolio Manager

Eric Fuhrman, CFA, CPWA® Senior Portfolio Manager

Paul M. Guerney, CFA, CAIA, CPWA® Eastern Divisional Managing Director

Jonathan Herzog, CFA Portfolio Manager

Adam Izaac, CFA, CPWA® Portfolio Manager

John Kakolewski, CFA, CPWA® Senior Portfolio Manager,

Jack Koludrovic, CFA, CPWA® Portfolio Manager

Joanne Landa, CFA, CFP® Senior Portfolio Manager

Richard Limekiller, CFA, CFP®, CPWA® Senior Portfolio Manager

Russell Martin, CFA, CFP®, CPWA® Central Divisional Managing Director

Robert Meckstroth, CFA, CPWA® Senior Portfolio Manager

Poul-Erik Olsen, CFA, CPWA® Northwest Divisional Managing Director

Daniel Pinard, CFP® Portfolio Manager

Joseph J. Querriera, CFA, CPWA® Senior Portfolio Manager

Jack Rossiter, CFA Portfolio Manager

Brian Salerno, CFA, CPWA® Senior Portfolio Manager

Hareesh Sivashanker, CFA, CFP® Portfolio Manager

Andrew Rothstein, CFA Portfolio Manager

Boston Russell, CFA Portfolio Manager

Scott Wachs, CFA Portfolio Manager

Wayne A. Titche, CFA, CPWA® Senior Portfolio Manager

Vince Vu Portfolio Manager

Every strategic asset allocation move we make comes from the in-depth work of the research and strategy teams.

Amy Chen, CFA Senior Equity Analyst

Michael Corelli Senior Equity Analyst

Thomas H. Ehrlein Investment Solutions & Research

Lev Elgudin, CFA Senior Equity Analyst

David Fossella, CFA Senior Equity Analyst

Douglas Gibbs Portfolio Manager, Senior High Yield Municipal Analyst

Joseph Handelman, CFA Head of Equity Strategy Management

Michael Korzenko, CFA Senior Fixed Income Analyst

Terrence Loughran, CFA Senior Portfolio Manager

Nikhil Mahajan, CFA Senior Equity Analyst

Jamaal McDell Senior Equity Analyst

Samuel Melchiorre Portfolio Manager

Brian Moody Senior Investment Strategist

David A. Shapiro Lead Portfolio Manager (Equity Income)

Brian Winters, CFA Portfolio Manager, Senior High Yield Municipal Analyst

Pam Nelson, CFA Portfolio Manager

Paul Single Senior Economist, Senior Portfolio Manager

Sandy Shi, CFA Senior Equity Analyst

Michael Taila, CPWA® Director of Fixed Income

The power of partnership starts with your investment consultant’s customized approach to defining goals and developing a plan of action.

Michael O. Adair, CFA, CFP®, CPWA®, AIF®, CEPA® Senior Investment Consultant

Kashif S. Ahmad, CFA, CPWA® Senior Investment Consultant

David Antar, CFA Senior Investment Strategist

Teresa Aronoff, CFA, CFP® Investment Consultant

Connor Bauer, CPWA® Investment Consultant

Kevin Betts, CPWA® Investment Consultant

David Bjorndal, CFA, CPWA®, CIMA®, CEPA® Senior Investment Strategist

Jonathan Doyle, CFA, CIMA®, CPWA® Senior Investment Consultant

Carolyn J. Finer, CFA Senior Investment Strategist

Leks Gerlak, CFA, CFP®, CPWA® Senior Investment Consultant

Cole Gest Investment Consultant

Brian Hsieh, CFA, CPWA®, CEPA® Senior Investment Strategist

Carlos Ibanez, CPWA®, CEPA® Investment Consultant

Joe Jraitiny, CFA, CPWA® Senior Investment Consultant

Matthew Larson, CFA, CPWA® Senior Investment Consultant

David Little, CFP®, CPWA®, CEPA® Investment Consultant

Ben Ludwig, CFA, CAIA Senior Investment Consultant

Michael Nelson, CFA Senior Investment Consultant

Carson Parker Investment Consultant

Ed Pope, CPWA® Senior Investment Consultant

Joshua Schultz, CPWA® Investment Consultant

Julz Schwingler, CFA, CFP®, CPWA®, CEPA® Senior Investment Consultant

Regan Stanfield, CFP®, CPWA®, CEPA® Investment Consultant

J. Sean Withrow, CFA, CEPA®, CPWA® Senior Investment Consultant

We focus on supporting UHNW and business owner clients with the more complex issues they face when investable assets exceed $10mm.

Pennie Dakis, CPA, CEPA® Director, Wealth Strategist

Joshua Reyes, CFP®, APMA® Wealth Strategist

John Dwyer, CPA/PFS, CFP®, CEPA® Head of Private Wealth Solutions

Gerry Gaeta, J.D., MSFS, CEPA® Managing Director, Senior Wealth Strategist

Working with your investment consultant, your business development specialist takes a collaborative approach to facilitating the partnership.

Elayna S. Barrison, CPWA®, CEPA® Business Development Specialist

Haley Bruno Business Development Specialist

Leigh Bucholtz, CFP® Business Development Specialist

Bobby Gomez, CIMA® Business Development Specialist

Justine Li Business Development Specialist

Nicholas Liccardi Business Development Specialist

April Perez, CPWA® Director of Sales Business Management

Arthur Trestin Business Development Specialist

Dara Roughley, CPWA® Business Development Specialist Lead

Nick Sharp Business Development Specialist

Latest company news.

Government Shutdown: What It Means for Markets
RBC Rochdale Announces New Chief Executive Officer
RBC Rochdale Announces New Head of Equity Strategy

Who We Are

Our relationships are everything.

OUR FIRM OVERVIEW

Meet our team.

Executive Team

Portfolio managers

Research and strategy managers

Investment consultants

Private Wealth Solutions

Business development specialists

Latest company news.

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