RBC Wealth Management Executive and Leadership Team

Michael Armstrong, the Chief Executive Officer, RBC Wealth Management (United States) at RBC Wealth Management, directs the overall strategic vision and operational execution for the firm's American business. Armstrong architects the growth agenda, focusing on expanding the firm's footprint and enhancing the quality of financial advisory services provided to clients. By overseeing the integration of investment management, wealth planning, and fiduciary services, the Chief Executive Officer, RBC Wealth Management (United States) ensures a cohesive and client-centric approach. This leadership role involves constant engagement with the Board and senior management to align regional operations with global corporate objectives. Michael Armstrong drives the firm's commitment to innovation, ensuring that digital transformation and service excellence remain at the forefront of the business model. Through the cultivation of a high-performance culture, the Chief Executive Officer, RBC Wealth Management (United States) secures the firm's position as a leader in the competitive financial services landscape.

Sid Levov, the SV President Ret. at RBC Wealth Management, directs the strategic oversight of retirement-focused financial products and services. Levov architects long-term planning frameworks that assist clients in navigating the complexities of post-career financial stability. By overseeing the development of retirement-specific investment strategies, the SV President Ret. ensures that the firm's offerings address the evolving needs of an aging client base. This leadership role involves constant analysis of market trends and regulatory changes to refine the firm's retirement planning methodology. Sid Levov drives the integration of insurance and annuity products into the broader wealth management portfolio to provide comprehensive protection. Through the management of specialized advisory teams, the SV President Ret. supports the firm's commitment to delivering reliable and sustainable retirement solutions. Levov strengthens the firm's market impact by providing expert guidance that empowers clients to achieve their long-term financial goals with confidence.

Kevin Stripp, the Chief Administrative Officer at RBC Wealth Management, directs the internal operational infrastructure that supports the firm's financial advisory services. Stripp architects efficient administrative processes that streamline client onboarding, regulatory reporting, and internal communication. By overseeing the firm's operational risk management, the Chief Administrative Officer ensures that all business activities comply with industry standards and internal policies. This leadership role involves constant collaboration with the C-suite to optimize resource allocation and improve organizational productivity. Kevin Stripp drives the implementation of technology solutions that enhance the efficiency of back-office functions, allowing advisors to focus on client relationships. Through the management of administrative teams, the Chief Administrative Officer supports the firm's commitment to operational excellence. Stripp maintains the integrity of the firm's internal systems, ensuring that the business remains agile and responsive to the needs of the broader organization.

Brian Wells, the Managing Director at RBC Wealth Management, directs high-net-worth client acquisition strategies across North American markets. Wells architects complex investment portfolios tailored to individual risk profiles and long-term financial objectives. By overseeing the integration of trust and fiduciary services, the Managing Director ensures seamless wealth transfer planning for families and business owners. This leadership role involves constant collaboration with internal tax and estate planning specialists to optimize client outcomes. Brian Wells maintains rigorous oversight of portfolio performance metrics, ensuring alignment with the broader institutional standards of the firm. Through the implementation of sophisticated credit solutions, the Managing Director supports the liquidity needs of diverse client segments. Ultimately, Wells drives sustainable growth by fostering deep, trust-based relationships that define the firm's market presence.

Brian Addington, the Managing Director at RBC Wealth Management, oversees the expansion of institutional advisory services within the firm. Addington designs scalable investment frameworks that address the unique requirements of corporate clients and large-scale institutional entities. By managing cross-functional teams, the Managing Director ensures the delivery of comprehensive retirement planning and insurance solutions. This role requires constant monitoring of market volatility to adjust asset allocation strategies for institutional portfolios. Brian Addington coordinates with the broader leadership team to refine the firm's approach to fiduciary responsibility and regulatory compliance. Through the application of advanced financial modeling, the Managing Director identifies emerging opportunities for capital growth. Addington secures the firm's competitive advantage by maintaining a focus on operational efficiency and client-centric service delivery across all institutional channels.

Jason Lichtenstein, the Managing Director at RBC Wealth Management, leads the development of specialized wealth planning initiatives for business owners. Lichtenstein architects comprehensive strategies that integrate personal financial goals with complex corporate liquidity needs. By overseeing the coordination of estate planning and tax-efficient investment structures, the Managing Director provides essential guidance for long-term wealth preservation. This leadership role involves active engagement with the firm's internal research departments to synthesize market insights into actionable client advice. Jason Lichtenstein drives the implementation of customized credit solutions that facilitate business growth while mitigating personal financial risk. Through the management of regional advisory teams, the Managing Director ensures consistent service quality and adherence to the firm's core values. Lichtenstein strengthens the firm's market position by delivering tailored solutions that address the multifaceted challenges faced by entrepreneurs.

Blake Epstein, the Managing Director at RBC Wealth Management, manages the firm's strategic focus on retirement planning and long-term wealth accumulation. Epstein architects robust investment programs designed to secure financial stability for individuals and families throughout various life stages. By overseeing the integration of insurance products into broader wealth strategies, the Managing Director provides a comprehensive safety net for clients. This role involves constant collaboration with financial advisors to refine client-facing communication and service delivery models. Blake Epstein drives the adoption of digital tools that enhance the transparency and accessibility of retirement planning services. Through the analysis of demographic trends and market shifts, the Managing Director ensures that the firm's offerings remain relevant and effective. Epstein maintains a commitment to fiduciary excellence, ensuring that every strategy aligns with the specific risk considerations of the client base.

Jimmy Okun, the Managing Director at RBC Wealth Management, directs the firm's trust and fiduciary services division. Okun architects sophisticated structures that facilitate the seamless transfer of wealth across generations while minimizing tax exposure. By overseeing the administration of complex trust accounts, the Managing Director ensures strict adherence to legal and regulatory standards. This leadership role involves close coordination with legal counsel and tax professionals to provide holistic estate planning solutions. Jimmy Okun drives the implementation of internal controls that safeguard client assets and maintain the firm's reputation for integrity. Through the management of specialized fiduciary teams, the Managing Director supports the unique needs of high-net-worth families. Okun enhances the firm's value proposition by delivering expert guidance on trust management, ensuring that long-term wealth objectives remain protected and aligned with the evolving needs of the client.

Steven Solomon, the Managing Director at RBC Wealth Management, oversees the firm's credit solutions and liquidity management operations. Solomon architects innovative lending strategies that allow clients to leverage their investment portfolios for personal and business growth. By managing the risk assessment processes associated with credit facilities, the Managing Director ensures the stability of the firm's balance sheet. This role involves constant interaction with the broader wealth management team to integrate credit solutions into comprehensive financial plans. Steven Solomon drives the development of customized financing options that address the specific liquidity requirements of high-net-worth individuals. Through the application of rigorous credit analysis, the Managing Director supports the firm's commitment to responsible lending. Solomon strengthens the client relationship by providing flexible financial tools that enable the pursuit of new opportunities while maintaining long-term wealth objectives.