Andrew Rothstein is a CFA® charterholder and holds a Series 63 license with six years of industry experience. He is currently with RBC Rochdale, LLC and previously worked at CNR Securities, LLC, HGK Asset Management, and Rice Hall James & Associates, LLC. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, charitable organizations, and government entities. The firm employs an active, multi-strategy investment process combining quantitative methods and fundamental analysis to construct tailored portfolios across various asset classes.

Dara Roughley is a financial advisor at RBC Rochdale, LLC with 10 years of industry experience. She holds Series 63 and Series 65 designations and has worked at City National Rochdale and Rim Securities LLC since 2018, following four years at Hennion & Walsh, Inc. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, and charitable organizations, employing an active, multi-strategy investment approach that integrates quantitative and fundamental analysis to tailor portfolios. The firm also sponsors City National Rochdale mutual and interval funds and manages approximately $73 billion in assets.

Kevin Mcintosh is a financial advisor with RBC Rochdale, LLC, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has worked at CNR Securities, LLC since 2016. Outside of his advisory role, he is a limited partner in a fitness franchise business and provides input on its operations. RBC Rochdale serves a diverse client base including high net worth individuals, institutions, and government entities, offering discretionary and non-discretionary portfolio management through an active, multi-strategy investment process that combines quantitative and fundamental analysis. The firm manages approximately $73 billion in assets and sponsors the City National Rochdale mutual and interval funds.

Benjamin Ludwig is a financial advisor at RBC Rochdale, LLC with 25 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Rim Securities LLC since 2014. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, charitable organizations, and governmental entities. The firm employs a multi-strategy investment approach that integrates quantitative screening, fundamental analysis, and proprietary tools to tailor portfolios across various asset classes, often collaborating with third-party sub-advisors and independent financial advisors.

Jonathan Carter is a financial advisor with RBC Rochdale, LLC, holding a Series 66 designation and 15 years of industry experience. He previously worked at City National Rochdale, Guardian Life Insurance Company, and Park Avenue Securities. Outside of his advisory role, he serves as Treasurer and Finance Chair on the board of trustees for Partners in Prevention, a nonprofit organization. RBC Rochdale serves a diverse client base, including high net worth individuals, investment companies, corporations, and charitable organizations. The firm employs an active, multi-strategy investment approach combining quantitative and fundamental analysis, offering discretionary and non-discretionary portfolio management along with various sub-advisory and management services.

Robert Meckstroth is a CFA charterholder with 16 years of industry experience, currently with RBC Rochdale, LLC in San Francisco. He has been associated with Rochdale Investment Management LLC and Rim Securities LLC since 2011. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, and nonprofit organizations, offering discretionary and non-discretionary portfolio management along with sub-advisory and wrap-fee program services. The firm employs an active, multi-strategy investment approach that integrates quantitative and fundamental analysis to tailor portfolios across various asset classes.

Roman Alpert is a CFA® charterholder with 10 years of industry experience, currently serving as a financial advisor at RBC Rochdale, LLC. He has been with City National Rochdale since 2016. RBC Rochdale serves a diverse client base including high net worth individuals, investment companies, corporations, and charitable organizations. The firm employs a multi-strategy investment process that integrates quantitative screening, statistical modeling, and fundamental analysis, utilizing proprietary tools and Monte Carlo simulations to align portfolios with clients’ Investment Policy Statements.

Alexander Nelson is a CFA® charterholder and holds a Series 66 license with 10 years of industry experience. He is currently with RBC Rochdale, LLC and has previously worked at City National Rochdale and CNR Securities. RBC Rochdale serves a diverse client base including high net worth individuals, investment companies, corporations, and government entities. The firm employs an active, multi-strategy investment approach that integrates quantitative screening, fundamental analysis, and proprietary tools to create tailored portfolios across multiple asset classes.

Cole Gest is a financial advisor at RBC Rochdale, LLC with three years of industry experience. He holds the Series 66 designation and has worked at firms including Fidelity Investments, Charles Schwab, and Northwestern Mutual. RBC Rochdale serves a diverse client base that includes high net worth individuals, corporations, charitable organizations, and government entities. The firm employs an active, multi-strategy investment process that integrates quantitative and fundamental analysis to construct tailored portfolios across various asset classes.

Joshua Schultz is a financial advisor at RBC Rochdale, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at CNR Securities, LLC since 2017, following a two-year tenure at Hornor Townsend & Kent Inc. Alongside his advisory role, Schultz is a partner and general manager of a floor coating installation franchise. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, and institutional investors. The firm utilizes a multi-strategy investment process combining quantitative and fundamental analysis, with portfolios tailored using proprietary tools and a range of asset classes.

Aubrey Foerster is a CFA® charterholder with nine years of experience in the financial industry. He has worked at City National Rochdale since 2017 and was previously employed at City National Bank. Foerster is based in New York, NY, and holds a Series 63 license. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, charitable organizations, and government entities. The firm employs a multi-strategy investment approach combining quantitative screening, statistical modeling, and fundamental analysis to create tailored portfolios across equity, fixed income, real assets, and alternative investments.

Madeleine Frost is a financial advisor with RBC Rochdale, LLC, holding a Series 66 designation. She has approximately one year of industry experience, with prior roles at CNR Securities, LLC and Thornburg Investment Management. Her background also includes work in diverse sectors such as hospitality and retail. RBC Rochdale serves a wide range of clients, including high net worth individuals, corporations, charitable organizations, and government entities. The firm employs an active, multi-strategy investment approach that integrates quantitative and fundamental analysis, utilizing proprietary tools and a variety of asset classes to tailor portfolios to client Investment Policy Statements.

Steve Landefeld is a Series 66-registered financial advisor with RBC Rochdale, LLC, based in Chicago, IL. He has 13 years of industry experience, including roles at City National Rochdale since 2018, Ameriprise Financial Services in 2018, and Peak6 Investments LP from 2012 to 2017. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, charitable organizations, and government entities. The firm uses a multi-strategy investment process that integrates quantitative screening, fundamental analysis, and proprietary tools to construct tailored portfolios across various asset classes, including equity, fixed income, real assets, and alternatives.

Michael Nelson is a CFA® charterholder with 12 years of industry experience. He is currently with RBC Rochdale, LLC and has previously worked at CNR Securities, LLC and J.P. Morgan Institutional Investments Inc. outside of his advisory role, no additional business activities were noted. RBC Rochdale serves a diverse range of clients including high net worth individuals, investment companies, corporations, and government entities. The firm employs an active, multi-strategy investment approach that combines quantitative and fundamental analysis, utilizing proprietary tools and collaborating with third-party sub-advisors to create tailored portfolio solutions.

Austin Chow is a CFA® charterholder with eight years of industry experience. He is currently with RBC Rochdale, LLC, where he has worked since 2017, following two years at Beacon Pointe Advisors. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, charitable organizations, and government entities. The firm employs an active, multi-strategy investment approach that incorporates quantitative and fundamental analysis, utilizing proprietary tools to tailor portfolios across various asset classes.

Michael Erb is a financial advisor at RBC Rochdale, LLC with six years of industry experience. He holds Series 63 and Series 66 licenses. His prior roles include positions at CNR Securities, BlackRock, Citigroup, and Thompson, Siegel & Walmsley LLC. RBC Rochdale serves a diverse client base including high net worth individuals, investment companies, corporations, and government entities. The firm applies an active, multi-strategy investment process combining quantitative and fundamental analysis and offers portfolio management, sub-advisory services, and model delivery across a range of asset classes.

Brian Moody is a financial advisor at RBC Rochdale, LLC with nine years of industry experience. He holds a Series 66 designation and has previously worked at CNR Securities, LLC, Stifel Nicolaus & Co. Inc, and Morgan Stanley. Outside of his advisory role, he serves as Treasurer for the Ridgewood Toastmasters Club and as a Director in Toastmasters International District 83, where he manages budgeting and financial reporting. RBC Rochdale serves a diverse client base including high net worth individuals, investment companies, corporations, and charitable organizations. The firm employs an active, multi-strategy investment process combining quantitative and fundamental analysis with proprietary tools, offering portfolio and sub-advisory management across various asset classes.

Matthew Larson is a financial advisor at RBC Rochdale, LLC with 14 years of industry experience. He holds the Series 66 designation and has previously worked at CNR Securities, Whitley Penn, and Invesco Advisers. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, charitable organizations, and government entities. The firm employs an active, multi-strategy investment process combining quantitative and fundamental analysis, and offers portfolio management, sub-advisory services, and model delivery across multiple asset classes.

Rayvon Solomon is a CFA® charterholder and holds a Series 66 license with six years of industry experience. He is currently with RBC Rochdale, LLC and has held previous roles at CNR Securities, Ameriprise, Charles Schwab Investment Management, and several other firms. Outside of his advisory work, he owns Wet Jet LLC, a retail business. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, and institutional investors. The firm employs an active, multi-strategy investment approach that integrates quantitative models with fundamental analysis and uses proprietary tools to align portfolios with client investment policies.

Sheldon Brandau is a financial advisor with RBC Rochdale, LLC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked with Rim Securities LLC and Rochdale Investment Management LLC since 2009. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, charitable organizations, and government entities. The firm employs an active, multi-strategy investment approach that integrates quantitative screening, statistical modeling, and fundamental analysis to tailor portfolios using proprietary tools and a broad range of asset classes.