RBC Wealth Management
Matt Montalbano, CFP®, CPFA, currently serves as the Managing Director and Branch Director at RBC Wealth Management, a position achieved through exemplary performance since joining in October 2005. With a focus on recruiting top financial advisors and managing advisory-based portfolios, Matt has held multiple senior roles, including Senior Vice President and member of the Senior Portfolio Management Group. Prior experience includes roles as a Financial Advisor at Wachovia Securities and Robert W. Baird & Co., where notable challenges shaped Matt's professional development. Matt holds a Bachelor of Business Administration in Finance from the University of Iowa's Henry B. Tippie College of Business.
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