Leadership Overview
RBC Wealth Management has 9 executives leading key functions including investment management, wealth planning, retirement strategy, estate services, trust administration, insurance solutions, credit operations, administrative oversight, and executive leadership.
Committed to delivering comprehensive financial advisory solutions, RBC Wealth Management empowers individuals, families, and institutional clients to achieve long-term wealth objectives through customized strategies and rigorous risk management.
Committed to delivering comprehensive financial advisory solutions, RBC Wealth Management empowers individuals, families, and institutional clients to achieve long-term wealth objectives through customized strategies and rigorous risk management.
Leadership Roles at RBC Wealth Management
Michael Armstrong - Chief Executive Officer, RBC Wealth Management (United States)
Michael Armstrong, the Chief Executive Officer, RBC Wealth Management (United States) at RBC Wealth Management, directs the overall strategic vision and operational execution across the United States. Armstrong architects the firm's growth trajectory by aligning wealth management services with the evolving needs of American clients. By overseeing the integration of all business units, the Chief Executive Officer, RBC Wealth Management (United States) ensures consistent service quality and operational efficiency. This leadership role involves frequent engagement with the Board to define long-term objectives and market expansion strategies. Michael Armstrong drives the adoption of innovative financial technologies to maintain the firm's competitive advantage in the domestic market. Through the management of senior leadership teams, the Chief Executive Officer, RBC Wealth Management (United States) fosters a culture of excellence and client-centricity. Ultimately, the Chief Executive Officer, RBC Wealth Management (United States) secures the firm's market leadership by delivering superior financial advisory solutions.

Sid Levov - SV President Ret.
Sid Levov, the SV President Ret. at RBC Wealth Management, directs the strategic transition and legacy planning initiatives for the firm's most established client relationships. Levov architects specialized retirement frameworks that address the unique needs of high-net-worth individuals entering the post-career phase. By overseeing the integration of estate and trust services, the SV President Ret. ensures the continuity of wealth across generations. This leadership role involves constant collaboration with senior advisors to refine the firm's approach to long-term retirement planning. Sid Levov monitors the effectiveness of retirement strategies to ensure alignment with changing economic realities and client objectives. Through the application of deep industry expertise, the SV President Ret. provides guidance on complex financial structures that support sustainable wealth preservation. Ultimately, the SV President Ret. strengthens the firm's reputation by delivering expert, personalized retirement solutions that secure the financial legacies of long-term clients.
Kevin Stripp - Chief Administrative Officer
Kevin Stripp, the Chief Administrative Officer at RBC Wealth Management, directs the internal operational infrastructure and administrative functions of the firm. Stripp architects scalable processes that support the delivery of financial advisory services across all departments. By overseeing the alignment of administrative resources with strategic business goals, the Chief Administrative Officer ensures organizational efficiency and regulatory compliance. This leadership role involves constant coordination with the C-suite to optimize resource allocation and improve operational workflows. Kevin Stripp manages the implementation of enterprise-wide systems that enhance data security and service delivery. Through the application of rigorous administrative oversight, the Chief Administrative Officer supports the firm's ability to scale operations in response to market demand. Ultimately, the Chief Administrative Officer drives operational excellence by maintaining a robust administrative framework that enables the firm to provide seamless wealth management solutions to all clients.
Brian Wells - Managing Director
Brian Wells, the Managing Director at RBC Wealth Management, directs high-net-worth investment portfolios across North American markets. Wells architects complex asset allocation models tailored to individual risk profiles and long-term financial goals. By overseeing the integration of estate planning and trust services, the Managing Director ensures seamless wealth transfer for private clients. This leadership role involves constant collaboration with internal tax specialists to optimize client portfolios against shifting economic conditions. Brian Wells maintains rigorous oversight of investment performance metrics to guarantee alignment with corporate fiduciary standards. Through the implementation of sophisticated credit solutions, the Managing Director supports business owners in managing liquidity needs effectively. Ultimately, the Managing Director drives sustainable growth by fostering deep client relationships and delivering bespoke financial advisory solutions that address the multifaceted requirements of modern wealth management.
Jason Lichtenstein - Managing Director
Jason Lichtenstein, the Managing Director at RBC Wealth Management, oversees the expansion of retirement planning services for institutional clients. Lichtenstein architects comprehensive retirement frameworks that integrate insurance products with long-term investment strategies. By managing the delivery of fiduciary services, the Managing Director ensures compliance with regulatory standards while maximizing client outcomes. This leadership role requires constant coordination with the broader financial advisory team to refine service offerings for business owners. Jason Lichtenstein monitors market trends to adjust retirement planning models, ensuring that all strategies remain responsive to evolving economic landscapes. Through the application of advanced analytical tools, the Managing Director identifies opportunities for portfolio diversification. Ultimately, the Managing Director secures the financial future of diverse client bases by providing expert guidance on complex retirement structures and long-term wealth preservation techniques.
Jimmy Okun - Managing Director
Jimmy Okun, the Managing Director at RBC Wealth Management, leads the development of specialized estate planning initiatives for high-net-worth families. Okun architects sophisticated trust structures that facilitate efficient wealth transition and tax optimization. By overseeing the alignment of insurance solutions with estate objectives, the Managing Director provides holistic financial security for clients. This leadership role involves frequent interaction with legal and tax professionals to ensure the integrity of all fiduciary arrangements. Jimmy Okun drives the adoption of new wealth management technologies to enhance the client experience and streamline administrative processes. Through the management of regional advisory teams, the Managing Director ensures consistent service delivery across diverse market segments. Ultimately, the Managing Director strengthens the firm's market position by delivering precise, customized estate planning strategies that address the unique legacy goals of every client.
Blake Epstein - Managing Director
Blake Epstein, the Managing Director at RBC Wealth Management, manages the delivery of credit solutions and liquidity management services for corporate clients. Epstein architects tailored financing strategies that support business growth while mitigating financial risk. By overseeing the integration of credit products with broader investment management services, the Managing Director provides a comprehensive financial toolkit for institutional partners. This leadership role involves constant assessment of market volatility to adjust lending parameters and protect firm assets. Blake Epstein coordinates with internal risk committees to maintain high standards of credit quality across the portfolio. Through the application of strategic financial planning, the Managing Director enables business owners to leverage capital effectively for expansion. Ultimately, the Managing Director drives revenue growth by providing essential credit solutions that complement the firm's core wealth management and advisory offerings.
Steven Solomon - Managing Director
Steven Solomon, the Managing Director at RBC Wealth Management, directs the firm's strategic focus on insurance-based wealth protection. Solomon architects robust insurance portfolios that serve as a hedge against market uncertainty for individual and family clients. By overseeing the alignment of insurance products with long-term estate planning, the Managing Director ensures comprehensive risk mitigation. This leadership role requires constant collaboration with financial advisors to integrate protection strategies into broader wealth management plans. Steven Solomon monitors industry developments to refine product offerings and maintain a competitive edge in the financial services sector. Through the management of specialized advisory teams, the Managing Director ensures that clients receive expert guidance on complex insurance structures. Ultimately, the Managing Director supports the firm's mission by providing essential protection solutions that safeguard client wealth against unforeseen financial challenges.
Brian Addington - Managing Director
Brian Addington, the Managing Director at RBC Wealth Management, oversees the implementation of advanced investment management strategies for institutional clients. Addington architects diversified portfolio models that prioritize capital preservation and long-term growth. By managing the firm's engagement with institutional stakeholders, the Managing Director ensures that all investment activities align with specific client mandates and risk tolerances. This leadership role involves constant analysis of global market conditions to inform strategic asset allocation decisions. Brian Addington coordinates with research teams to identify emerging investment opportunities that provide sustainable returns. Through the application of rigorous performance monitoring, the Managing Director maintains high standards of fiduciary excellence. Ultimately, the Managing Director drives the firm's success by delivering sophisticated investment management solutions that meet the complex requirements of institutional investors and large-scale corporate entities.
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