GEOFF BRENT - Key Persons

Erin Phillips

Job Titles:
  • Associate Vice President, Senior Business Associate
Erin joined RBC Wealth Management (formerly Ferris Baker Watts) in 2006. She brings over 40 years of investment experience to the team following her time with several local firms, including Alex. Brown & Sons and Wachovia Securities. Erin began her career in 1981 at Merrill Lynch and soon after joined Shearson Lehman Brothers for over 10 years. Erin works closely with Mark to provide clients with unparalleled client service. Erin is a native of Baltimore and currently lives with her husband in Hampstead, Maryland. She is an active sponsor of Operation Smile. In her free time, Erin loves spending time with her grandchildren, family and friends, and she enjoys traveling and gardening.

Keira Levy

Job Titles:
  • Registered Client Associate
Keira joined RBC Wealth Management in 2023 and is responsible for all aspects of client service. She has quickly become an integral part of the team in building and maintaining client relationships. She graduated, cum laude, from Loyola University of Maryland with a Bachelor of Business Administration and a minor in communication with a concentration in advertisement and public relations. Her honors and awards include the Presidential Scholarship, Joseph A. Sellinger Award, S.J. Scholarship and Gryzmski Family Scholarship, and she performed at the highest level with the university's dance company.

Lisa Vetter

Job Titles:
  • Senior Registered Client Associate
With more than 30 years of industry experience, Lisa began her career with Baker Watts (later Ferris, Baker Watts before merging with RBC Wealth Management in 2009) as a client associate and has worked alongside Geoff for the last 20 years. She is a vital part of the business, providing clients with premier service across all aspects of wealth management. Lisa is a graduate of Stevenson University. In her free time, Lisa is an artist who enjoys oil painting landscapes, portraits and still life. Her artwork is displayed in the Hunt Valley office.

Mark Dyer - Managing Director

Job Titles:
  • Managing Director
  • Managing Director - Financial Advisor
  • Managing Director - Financial Advisor, Senior Portfolio Director Group
Mark is a Managing Director and Senior Consulting Group advisor with more than four decades of wealth management experience. Prior to forming Atlantic Investment Group, Mark and Erin managed a practice overseeing more than $500 million in client investments. Education: University of Maryland Gilman School

Yale Hoffberg - VP

Job Titles:
  • Vice President
  • Vice President - Financial Advisor
Yale is a Vice President - Financial Advisor focused on working with individuals, families and institutions to create, implement and manage investment and wealth strategies. Yale is also responsible for best utilizing RBC Wealth Management's resources to provide clients with solutions to their most complex topics. Education & certifications: Elon University Gilman School CERTIFIED FINANCIAL PLANNER™ Certified Private Wealth Advisor® (CPWA®)