COVELL / DICONZA / NEWMAN GROUP - Key Persons
Job Titles:
- Associate Vice President, Senior Financial Associate
Alexandra has been in wealth management for over a decade and has been with RBC since 2012, where she has received an Award of Excellence. She passed the Series 7 and 66 exams as well as holds an insurance license and a CFP® certification. The multi-year CFP® program entails in-depth courses, training, and comprehensive examinations in all areas of financial planning including investments, taxes, insurance, estate, and retirement planning.
Alexandra is primarily focused on comprehensive financial planning, which includes developing and implementing customized client wealth plans. She has significant experience crafting solutions for the unique needs of ultra-high net worth clients and is also passionate about working with the next generation (from college students to young investors in their 30's), educating them on investing and helping them to define and develop their financial priorities.
Born and raised in Washington, D.C., Alexandra graduated cum laude from Georgetown University. Prior to joining the Midtown Manhattan office, she was a member of RBC's top west coast team (based on assets under management) in the Beverly Hills, California office. She currently resides in Manhattan with her husband and two cats. Outside of work she enjoys running half marathons, reading fiction, and volunteering at Best Friends Animal Society.
Job Titles:
- Wealth Management Consultant
Brian 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, Brian works diligently to address clients' unique situations.
Bruce serves as a resource for your financial advisor in determining and developing wealth transfer strategies for high-net-worth clients in areas including estate strategies, lifetime giving, personal trust planning, charitable giving, concentrated equity position diversification and employee stock options. In this role, Bruce partners with financial advisors to meet with individual clients and their attorneys and/or accountants, as well as present at client seminars.
Job Titles:
- Consultant
- Trust Consultant
As a trust consultant, Cathy 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.
Dan serves as a resource for your financial advisor in determining and developing wealth transfer strategies for high-net-worth clients in areas including estate strategies, lifetime giving, personal trust planning, charitable giving, concentrated equity position diversification and employee stock options. In this role, Dan partners with financial advisors to meet with individual clients and their attorneys and/or accountants, as well as present at client seminars.
Job Titles:
- Managing Director - Financial Advisor, Senior Portfolio Manager - Portfolio Focus
A financial advisor since 1992, Ed DiConza is a member of RBC Wealth Management's elite Chairman's Council. Ed consults a large cross section of investors, with clients ranging from private investors to corporations and hedge funds. He holds the Series 7, 63, and 65 securities licenses.
Previously, Ed was a senior vice president at both Prudential Securities and Wachovia Securities. In 2003, he joined RBC Wealth Management at the New York City flagship office, located in Midtown Manhattan.
Ed is a graduate of the Villanova School of Business with a bachelor's degree in finance. He serves on the board of directors of an educational scholarship fund and is a long-time supporter of the Nassau County Police Reserves. As a participant in the Villanova School of Business Mentorship Program for undergraduate students, he shares his industry knowledge and experience as he works one-on-one with students interested in pursuing a career in finance. In 2016, Partners for Women and Justice, an anti-domestic violence organization, honored Ed and the team with the Partners in Hope Award. Ed is an avid traveler, golfer, and wine enthusiast, and he resides in Westport, Connecticut with his wife and two daughters.
Job Titles:
- Banking Advisor
- City National Bank Advisor
Gregg is a City National Bank advisor who works collaboratively with financial advisors and their clients to identify banking solutions that help clients achieve their personal and business financial goals. Gregg's in-depth understanding of the City National Bank mortgage, commercial, private banking and consumer-lending capabilities allows him to develop effective recommendations that complement clients' personalized wealth plans.
Job Titles:
- Investment Associate
- Registered Client Associate
Jackie is a Registered Client Associate based in New York, New York. She prides herself providing on excellent client service, operational and trade support to the clients of the Covell/DiConza/Newman group. Jackie has passed the Series 7, 63 and holds New York Life, Accident & Health Insurance licenses.
Job Titles:
- Managing Director - Financial Advisor
- Managing Director - Financial Advisor, Senior Consulting Group
Jim began his career in financial services in 1984 as a bond broker and has been with RBC Wealth Management since 2000. In addition to a very strong expertise in fixed income, he has broadened his focus to a more comprehensive wealth management approach, including investment management, retirement planning, insurance, credit and lending, trust and estate planning, and asset protection. As one of the top financial advisors at RBC Wealth Management, based on assets under management, Jim is a member of the elite Private Wealth division. Private Wealth is an ensemble of integrated solutions designed to expand the opportunities and help simplify the lives of affluent investors. To address the complex issues facing these investors, your relationship with Jim is extended and an additional resource is introduced: a Private Wealth team. The experienced specialists on your dedicated Private Wealth team work alongside Jim to help you and your family proactively plan for the future. Jim has passed the Series 7, 8, 63, 65 exams and holds his Health and Life Insurance licenses.
Jim is a graduate of the State University of New York. He resides in Southampton, NY with his wife, Jackie. They have two grown children and two grandchildren. He is very involved with several non-profit organizations that benefit children and the arts as well as The American Cancer Society. Jim is an avid tennis player, cyclist and enjoys traveling and spending time with his family.
Job Titles:
- Senior Vice President - Financial Advisor, Portfolio Manager - Portfolio Focus
Jason began his career in the financial services industry in 2002 at CIBC Oppenheimer assisting a top advisory team in managing assets for hedge funds, public and private companies, and high net worth individuals and families. In 2003, he joined RBC Wealth Management where he currently provides corporate and executive services to domestic and international clients as well as creating and managing investment, retirement, and estate planning services for high net worth individuals and families.
A graduate of Bucknell University, Jason holds a Bachelor of Science in Business Administration degree in business management and attended IES London where he studied international business. He has received a certificate in financial planning from Boston University's Institute of Finance and has received his CERTIFIED FINANCIAL PLANNER™ certification. He has passed the Series 7, 63 and 66 exams and New York and New Jersey State insurance licenses. He has also completed Level 1 of the CFA (Chartered Financial Analyst) exam.
Jason resides in Woodbury, New York with his wife, son, and daughter.
In the wealth management banker role, Josh acts as the key contact for financial advisors and their clients to build awareness and understanding of the full cash management and lending options available.
Terri joined the Covell DiConza Newman group in 2020 and brings a wealth of finance experience from her extensive background in P&S and Middle Office Operations. Before joining RBC she was with Oppenheimer and Rodman & Renshaw Capital Markets.
She also spent time volunteering as a youth track & field coach for Amateur Athletic Union and as Treasurer for the NY Metro USATF. She currently resides in Bergen County, NJ and enjoys sewing and spending time with her grandchildren.
Job Titles:
- Registered Client Associate
- Senior Registered Client Associate
Valerie is a Registered Client Associate who has been with RBC Wealth Management since 2021 after getting her start in finance in 2019 as an Operations Representative. She has passed the Series 7, 63 and 66 exams. She enjoys providing support to her team and using her communication skills to build and maintain a rapport with clients.
Valerie received her Bachelor of Arts degree in Electronic Media from Texas State University. In addition to spearheading sustainability projects on campus, she graduated magna cum laude and was a regular on the dean's list. She has volunteered for various organizations over the years, most notably with the Peace Corps, where she spent two years teaching English in western Mongolia. Upon the completion of her service, she moved to New York City and began her finance career.