Stephen M.
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Stephen M. Email & Phone Number

Wealth Management Banker at RBC Wealth Management
Location: Greater Boston, United States, United States 10 work roles 2 schools
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✓ Verified May 2026 3 data sources Profile completeness 86%

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Current company
RBC Wealth Management
Role
Wealth Management Banker
Location
Greater Boston, United States, United States
Company size
8199 employees

Who is Stephen M.? Overview

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Quick answer

Stephen M. is listed as Wealth Management Banker at RBC Wealth Management, a company with 8199 employees, based in Greater Boston, United States, United States. AeroLeads shows a matched LinkedIn profile for Stephen M..

Stephen M. previously worked as Banking Advisor at Northern Trust Corporation and New England Regional Cash Management Specialist at Morgan Stanley. Stephen M. holds Charlton College Of Business from University Of Massachusetts Dartmouth.

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Email format at RBC Wealth Management

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RBC Wealth Management

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Profile bio

About Stephen M.

At Northern Trust Corporation, my expertise hinges on developing spoke private banking solutions for high-net-worth clients, business owners, foundations and endowments and private equity professionals. With a proven track record in relationship building and new business development, me and my partners are dedicated to understanding and meeting the intricate financial needs of our clientele.My role as a Banking Advisor involves strategizing with clients, ensuring their wealth sustains and grows according to their aspirations. Our team is committed to service excellence and is reflected in the dynamic financial strategies we deliver, aligning with the mission to enhance our clients' financial well-being.

Current workplace

Stephen M.'s current company

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RBC Wealth Management
Rbc Wealth Management
Wealth Management Banker
Boston, MA, US
Website
rbcwealthmanagement.com
Employees
8199
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Company profile
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10 roles

Stephen M. work experience

A career timeline built from the work history available for this profile.

Banking Advisor

Current
Northern Trust Corporation

Boston, Massachusetts, United States

As a market leader in wealth management services for high-net-worth individuals and families, we offer a full array of comprehensive solutions including financial planning, private banking, trust & estate services, philanthropy and family office services.

Sep 2023 - Present

New England Regional Cash Management Specialist

Morgan Stanley

New England

Jun 2014 - May 2023

Associate Private Banker

Morgan Stanley

28 State Street - 25th Floor - Boston, MA. 02109

Jun 2014 - Nov 2015

Business Development Executive

The Sylvia Group

Dartmouth, Massachusetts

Apr 2011 - May 2014

Vice President / Wealth Management Banker

Merrill Lynch
Jan 2009 - Mar 2011

Vice President / Premier Banking Client Manager

Bank Of America
Jan 2006 - Jan 2009
Team & coworkers

Colleagues at RBC Wealth Management

Other employees you can reach at rbcwealthmanagement.com. View company contacts for 8199 employees →

AE Andy Evans Andy Evans Colleague at Rbc Wealth Management Little Elm, Texas, United States, United States View → MJ Michael J. Winn, Crps® Michael J. Winn, Crps® Colleague at Rbc Wealth Management Nashua, New Hampshire, United States, United States View → SB Scott Baker, Cima® Scott Baker, Cima® Colleague at Rbc Wealth Management Fort Collins, Colorado, United States, United States View → GG Gurtaj Grewal Gurtaj Grewal Colleague at Rbc Wealth Management Burlington, Ontario, Canada, Canada View → SC Suzie Cross Suzie Cross Colleague at Rbc Wealth Management St. Helier, St. Helier, Jersey, Jersey View → BS Becky Smith Becky Smith Colleague at Rbc Wealth Management Garland, Texas, United States, United States View → KS Katrina Stump Katrina Stump Colleague at Rbc Wealth Management Portland, Oregon Metropolitan Area, United States View → SS Suhaila Sulaiman Suhaila Sulaiman Colleague at Rbc Wealth Management Malaysia, Malaysia View → SH Sam Hatami, Pmp, Csm, Mcp Sam Hatami, Pmp, Csm, Mcp Colleague at Rbc Wealth Management Greater Toronto Area, Canada, Canada View → KC Katy Cuff Katy Cuff Colleague at Rbc Wealth Management Toronto, Ontario, Canada, Canada View →
2 education records

Stephen M. education

FAQ

Frequently asked questions about Stephen M.

Quick answers generated from the profile data available on this page.

What company does Stephen M. work for?

Stephen M. works for RBC Wealth Management.

What is Stephen M.'s role at RBC Wealth Management?

Stephen M. is listed as Wealth Management Banker at RBC Wealth Management.

Where is Stephen M. based?

Stephen M. is based in Greater Boston, United States, United States while working with RBC Wealth Management.

What companies has Stephen M. worked for?

Stephen M. has worked for Rbc Wealth Management, Northern Trust Corporation, Morgan Stanley, The Sylvia Group, and Merrill Lynch.

Who are Stephen M.'s colleagues at RBC Wealth Management?

Stephen M.'s colleagues at RBC Wealth Management include Andy Evans, Michael J. Winn, Crps®, Scott Baker, Cima®, Gurtaj Grewal, and Suzie Cross.

How can I contact Stephen M.?

You can use AeroLeads to view verified contact signals for Stephen M. at RBC Wealth Management, including work email, phone, and LinkedIn data when available.

What schools did Stephen M. attend?

Stephen M. holds Charlton College Of Business from University Of Massachusetts Dartmouth.

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