LETHEBY FINANCIAL GROUP - Key Persons

Adam Letheby

Job Titles:
  • CERTIFIED FINANCIAL PLANNER
  • Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus
Adam is a CERTIFIED FINANCIAL PLANNER™ professional specializing in helping our clients design and implement their customized wealth management plan.

Amy Fitzpatrick

Job Titles:
  • Senior Investment Associate
Amy has worked for RBC Wealth Management for more than 27 years. In those years, she has gained her extensive experience in financial operations, administration and investment management. She works closely with clients to confirm they are taken care of and their needs are met. Amy provides clients with account service and operation needs,

Janet Engels

Job Titles:
  • Director of RBC Wealth Management 's Portfolio Advisory Group
  • Senior Vice President, Director of Portfolio Advisory Group
A 32-year veteran of the securities industry, Janet Engels became Director of RBC Wealth Management's Portfolio Advisory Group in 2002 following the acquisition of Tucker Anthony Inc. She is Co-Chair of the Global Portfolio Advisory Committee (GPAC) and a member of the firm's Directors Group. She is also a member of the Financial Women's Association of New York and a frequent speaker at client seminars throughout the country. She has appeared on CNBC, Fox Business and has been quoted in several leading industry publications. Janet was also the recipient of RBC Wealth Management's "Irv Weiser Diversity Award" in recognition of her commitment to supporting the education of women and increasing awareness about persons with disabilities. Janet received a B.S. in Business Administration from Bucknell University in Pennsylvania.

Peter Kolar

Job Titles:
  • Wealth Management Consultant
Peter 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, Peter works diligently to address clients' unique situations.

Tom Nagle

Job Titles:
  • Consultant
  • Trust Consultant
As a trust consultant, Tom specializes in personal trust planning and assists in the movement of client trust assets, provides educational and technical guidance relating to personal trusts and advises clients on opportunities with third-party professional trust partners.